Flourish Financial LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
43
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 organized as a limited liability company and has been registered with the SEC since 2018. Public filings and the FINTRX snapshot classify the firm as "unclassified" and list ownership as a domestic entity and/or individual. The record indicates Flourish Financial does not act as a capital allocator, does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or related adviser. FINTRX does not provide details on the firm's advisory activities, fee schedule, client segments, or investment preferences.

Assets & Accounts

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
  • Dheeraj Bhat

    Dheeraj Bhat

    Chief Information Security OfficerCRD 6689854

  • Maxwell Lane

    Maxwell Lane

    CEOCRD 6111790

  • Kate Murray

    Kate Murray

    Chief Compliance OfficerCRD 4958654

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Contacts

3 of 39
  • Patrick Liberona

    Patrick Liberona

    Registered RepresentativeCRD 6743166

  • Joyce Liu

    Joyce Liu

    Relationship ManagerCRD 7801776

  • Alexa Beviano

    Registered RepresentativeCRD 7276790

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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