Moffettnathanson

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
327787
Fee structure
Subscription Fees, Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Rebecca Sollosy

    Rebecca Sollosy

    Senior Compliance ConsultantCRD 4857399

  • Craig Moffett

    Craig Moffett

    Senior Managing DirectorCRD 4572598

  • Daniel Whitaker

    Daniel Whitaker

    AssociateCRD 6351221

Unlock 1 more contacts

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
1325 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth