Story3 Advisors LLC

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

Firm details

Headquarters
Pacific Palisades, California
CRD number
289456
Registered since
December 14, 2017

Firm profile

FINTRX

Overview

Story3 Advisors LLC is organized as a limited liability company and is registered with the SEC since 2017. The firm's ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and notes it is not a capital allocator, not an active ESG investor, and not designated as a multi-state adviser. The firm has not supplied information on its business activities, advisory model, fee structure, client base, or external affiliations in the record. Those omissions limit the ability to profile target clients, service offerings, or investment approach from the available data.

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
  • Ryan Nehoray

    Ryan Nehoray

    Vice PresidentCRD 6387407

  • Samir Shah

    Samir Shah

    PartnerCRD 3133806

  • Arthur Chorbajian

    Arthur Chorbajian

    AssociateCRD 7611710

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pacific Palisades, CA

Los Angeles

Location

Pacific Palisades, CA

Headquartered in Pacific Palisades, 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
15020 Altata Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth