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 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
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
Dheeraj Bhat
Chief Information Security OfficerCRD 6689854
Maxwell Lane
CEOCRD 6111790

Kate Murray
Chief Compliance OfficerCRD 4958654
Contacts
3 of 39
Patrick Liberona
Registered RepresentativeCRD 6743166
Joyce Liu
Relationship ManagerCRD 7801776
Alexa Beviano
Registered RepresentativeCRD 7276790
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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