SUPERVISION PARTNERS LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
300528
Registered since
June 17, 2020

Firm profile

FINTRX

Overview

Supervision Partners LLC is a limited liability company that has been registered with the SEC since 2020. The firm’s ownership structure includes both a domestic entity and an individual. Regulatory classification on the snapshot is listed as unclassified. The firm is not identified as a capital allocator, does not report active ESG investing, and is not designated as a pension consultant or a related adviser. The available records do not describe client segments, fee schedules, specific advisory services, or investment mandates, so there is no public detail on the types of strategies or client solutions the firm delivers.

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

Contacts

3 of 6
  • GREGORY FLORIO

    FounderCRD 4126029

  • JAMES LEAHY

    Managing PartnerCRD 5647281

  • Jason Cross

    Managing DirectorCRD 6559021

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth