Moomoo Financial Inc.

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
62
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
283078
Registered since
January 19, 2018

Firm profile

FINTRX

Overview

Moomoo Financial Inc. is organized as a corporation and is registered with the SEC since 2018. Ownership is listed as a domestic entity and individual combination. FINTRX classifies the firm as unclassified rather than assigning it to a traditional RIA subtype. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not provide detail on the firm's advisory activities, client segments, or fee schedule.

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

3 of 3
  • Glen Stifelman

    Glen Stifelman

    Chief Compliance OfficerCRD 1699013

  • Darren Parsons

    Darren Parsons

    Chief Operating OfficerCRD 2382680

  • Neil McDonald

    Neil McDonald

    CEOCRD 1764574

Contacts

3 of 59
  • Alex Catarroja

    Alex Catarroja

    Senior Compliance DirectorCRD 4151962

  • Jialin Huang

    Jialin Huang

    Director, OnboardingCRD 6226000

  • David Ding

    David Ding

    Client Service SpecialistCRD 2419776

Unlock 56 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, 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
Hudson
Address
185 Hudson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth