Story3 Advisors LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
289456
Registered since
December 14, 2017

Firm profile

FINTRX

Overview

Story3 Advisors LLC is organized as a limited liability company and has been registered with the SEC since 2017. The firm is listed as owned by a domestic entity and an individual and is classified in FINTRX as "Unclassified." The record indicates Story3 is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide detail on the firm's advisory activities, fee structure, client makeup, or other business lines.

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
  • Peter Comisar

    Peter Comisar

    Founding Partner & CEOCRD 2018433

Contacts

3 of 5
  • Samir Shah

    Samir Shah

    PartnerCRD 3133806

  • Elizabeth Collins

    FinOpCRD 4714831

  • Ryan Nehoray

    Ryan Nehoray

    Vice PresidentCRD 6387407

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth