Moonfare Securities USA
Firm details
- Headquarters
- New York, New York
- CRD number
- 325838
- Registered since
- January 4, 2024
- Website
- www.moonfare.com
Firm profile
FINTRXOverview
Moonfare Securities USA is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm is listed in an unclassified category and, according to the dataset, does not act as a capital allocator. The information provided to FINTRX contains no description of the firm’s advisory activities, business lines, or client segments. The snapshot data flags several operational attributes as negative: it is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. Beyond corporate form and ownership type, there are no substantive disclosures in the source about the firm’s strategy, client focus, or service offerings.
Assets & Accounts
Location & Offices
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 5
Brian McCormack
CCOCRD 1600487
Jonathan Briggs
CCOCRD 3215005

Emily Abbruzzese
FinOpCRD 4606343
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
- 12 Th E 49 St
- Time zone
- ET (UTC-5)
- Office locations
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