STAR MOUNTAIN ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
153505
Registered since
August 17, 2010

Firm profile

FINTRX

Overview

Star Mountain Advisors, LLC is organized as a limited liability company and has been registered with the SEC since 2010. Public entries classify the entity as unclassified and list ownership as a combination of a domestic entity and an individual. The record indicates the adviser does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. Limited disclosure in the available profile means key operational details—client segments, fee arrangement, specific advisory activities and investment strategy—are not provided in the source data. That scarcity of public detail suggests the entity either operates with a narrow or private client footprint, reports minimal activity to the dataset used here, or functions in a capacity that does not generate the typical disclosures other RIAs supply.

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

2 of 2
  • JOHN POLIS

    Chief Operating OfficerCRD 5130204

  • AUSTIN ERICSON

    General Counsel & Chief Compliance OfficerCRD 7658879

Contacts

3 of 24
  • Ahmed Elbiltagui

    AssociateCRD 7693644

  • Justin Amis

    Capital Markets AnalystCRD 8223435

  • Matthew Guitard

    Senior AssociateCRD 7855967

Unlock 21 more contacts

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
2 Grand Central Tower 140 E 45 St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth