Flourish Financial LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
293019
Registered since
December 4, 2018

Firm profile

FINTRX

Overview

Flourish Financial LLC is structured as a limited liability company with ownership tied to domestic entities and individuals. Publicly available records provide only limited descriptive detail about the firm's business model: its regulatory snapshot lists the firm as unclassified and does not characterize it as a capital allocator or a multi-state advisory platform. Disclosure around client segments, fee arrangements, specific advisory activities, and investment process is minimal in the source material. The firm is not identified as pursuing ESG integration as an investment priority.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Benjamin Cruikshank

    Benjamin Cruikshank

    Chief Commercial OfficerCRD 5682701

  • Dheeraj Bhat

    Dheeraj Bhat

    Chief Information Security OfficerCRD 6689854

  • Kate Murray

    Kate Murray

    Chief Compliance OfficerCRD 4958654

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Contacts

3 of 40
  • Frank Rispoli

    Frank Rispoli

    Head of Broker-Dealer SalesCRD 4364402

  • John Vazquez

    John Vazquez

    Registered RepresentativeCRD 6786275

  • Yvonne Bennett

    Registered RepresentativeCRD 2833482

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
2 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth