Moffettnathanson
Firm details
- Headquarters
- New York, New York
- CRD number
- 327787
- Fee structure
- Subscription Fees, Other
Firm profile
FINTRXOverview
Moffettnathanson is organized as a limited liability company and operates as an institutional registered investment adviser serving institutional clients. Its business model relies on subscription-style and other non-traditional fee arrangements rather than standard AUM-based retail advisory fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant. Regulatory and operational descriptors list the firm among other investment adviser roles such as commodity pool operator/CTA activity and as a sponsor or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Rebecca Sollosy
Senior Compliance ConsultantCRD 4857399

Craig Moffett
Senior Managing DirectorCRD 4572598

Daniel Whitaker
AssociateCRD 6351221
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
- 1325 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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