Moonfare Securities USA

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
325838
Registered since
January 4, 2024

Firm profile

FINTRX

Overview

Moonfare Securities USA is registered as a limited liability company and appears in the dataset as an SEC-registered adviser as of 2024. The firm is recorded as a domestic entity/individual owner type and is classified as "Unclassified" in the available profile. Reported attributes indicate it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm has not provided details on business activities, advisory strategies, manager allocation preferences, or affiliations in the source material.

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

Contacts

3 of 3
  • Kumar Singh

    Kumar Singh

    Registered RepresentativeCRD 6577670

  • Mekalia Reid

    CCOCRD 5535070

  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

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
12 Th E 49 St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth