Liquidly Ias, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299963
Registered since
January 2, 2020

Firm profile

FINTRX

Overview

Liquidly Ias, LLC is organized as a limited liability company and appears on the SEC adviser registry with an initial registration year of 2020. Publicly reported metadata classifies the firm as unclassified and indicates ownership tied to both a domestic entity and an individual. The available filings do not include a description of the firm’s advisory activities, client segments, fee model, or typical investment mandates. Regulatory attributes in the snapshot suggest a narrow operational profile: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and is not listed as a pension consultant or related adviser. Those flags, combined with the absence of descriptive business information, imply limited disclosure about its day-to-day investment or client-facing operations in the source record.

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

1 of 1
  • Anusha Harid-paoletti

    Anusha Harid-paoletti

    Chief Executive OfficerCRD 4981273

Contacts

1 of 1
  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

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
40 E 83rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth