Nfstx, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172583
Registered since
July 7, 2015

Firm profile

FINTRX

Overview

Nfstx, LLC is organized as a limited liability company with domestic entity and individual ownership listed in public profiles. The firm's record classifies it as unclassified and indicates it does not operate as a capital allocator. Available data also flags that the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Public filings and vendor data contain very little detail about Nfstx’s advisory activities, investment process, target clients, or product lineup. The firm has not supplied information on its business activities or affiliations in the sources reviewed, which limits visibility into how it sources or manages investments.

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

1 of 1
  • Thomas Callahan

    Thomas Callahan

    Chief Executive OfficerCRD 2278823

Contacts

3 of 12
  • Garrett Johnson

    Garrett Johnson

    VP, ComplianceCRD 6553628

  • Lisa Johnson

    DirectorCRD 4168397

  • Daniel Bardelli

    Daniel Bardelli

    Senior Director, ComplianceCRD 2796631

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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
3 E 28th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth