PLATFORM ADVISOR, LLC
Firm details
- Headquarters
- WILMINGTON, Delaware
- CRD number
- 167700
- Registered since
- May 23, 2013
- Website
- www.angellist.com
Firm profile
FINTRXOverview
Platform Advisor, LLC is a limited liability company that registered with the SEC in 2013 and is owned by an individual owner. Public filings classify the firm as unclassified and show it does not operate as a capital allocator or as a multi-state adviser. The firm is not identified as an active ESG investor, and it does not list related-adviser or pension-consulting activity in the available record. Platform Advisor’s public profile emphasizes sponsor and general partner roles rather than traditional advisory relationships, identifying the firm as a sponsor, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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 4Rachel Sapers
Registered RepresentativeCRD 5111065
Charles Shippam
CRD 7055878
Leanne McGrory
CRD 8178289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 301 N Market St
- Time zone
- ET (UTC-5)
- Office locations
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