Moonfare Securities USA

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
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 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

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 5
  • Brian McCormack

    Brian McCormack

    CCOCRD 1600487

  • Jonathan Briggs

    Jonathan Briggs

    CCOCRD 3215005

  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

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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