Flourish Financial LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 293019
- Registered since
- December 4, 2018
- Website
- www.flourish.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Benjamin Cruikshank
Chief Commercial OfficerCRD 5682701

Dheeraj Bhat
Chief Information Security OfficerCRD 6689854

Kate Murray
Chief Compliance OfficerCRD 4958654
Contacts
3 of 40
Frank Rispoli
Head of Broker-Dealer SalesCRD 4364402

John Vazquez
Registered RepresentativeCRD 6786275
Yvonne Bennett
Registered RepresentativeCRD 2833482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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