Nvstr Financial LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
269966
Registered since
August 1, 2016

Firm profile

FINTRX

Overview

Nvstr Financial LLC is a limited liability company that registered as an SEC adviser in 2016. Public disclosures about the firm are sparse: it is classified as “unclassified” and noted as a domestic entity with individual ownership. The firm does not identify itself as multi-state, a related adviser, a pension consultant, or a capital allocator. Available records do not describe the firm’s advisory or business activities, and there are no reported affiliations or industry awards. The combination of minimal public detail and the absence of reported clients suggests Nvstr Financial operates on a very small scale or is not actively servicing external advisory relationships.

Assets & Accounts

Investments & Alternatives

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 4
  • Steven Moralez

    Registered Financial AdvisorCRD 4352565

  • Stephen Murphy

    Stephen Murphy

    FounderCRD 2242466

  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

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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
1330 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth