Moomoo Financial Inc.

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
63
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 recorded as a corporation that registered with the SEC in 2018. The FINTRX snapshot classifies ownership as a combination of a domestic entity and an individual. The profile lists the firm as unclassified and indicates it is not a capital allocator. The record also flags that the firm does not identify as an active ESG investor and is not designated as a multi-state adviser, a pension consultant, or a related adviser. The FINTRX entry does not include descriptions of the firm's advisory activities, business lines, or fee structure. That lack of operational detail in the dataset limits what can be concluded about client focus, service offerings, or investment process from this source alone.

Assets & Accounts

Location & Offices

Investment profile

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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

  • Neil McDonald

    Neil McDonald

    CEOCRD 1764574

  • Darren Parsons

    Darren Parsons

    Chief Operating OfficerCRD 2382680

Contacts

3 of 60
  • David Ding

    David Ding

    Client Service SpecialistCRD 2419776

  • Anthony Penn

    Anthony Penn

    Trading SpecialistCRD 7808809

  • Brendan McDermott

    Brendan McDermott

    SpecialistCRD 7479953

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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