Tomoro
Firm details
- Headquarters
- Colts Neck, New Jersey
- CRD number
- 340227
- Registered since
- June 4, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tomoro is organized as a limited liability company and is registered with the SEC in 2026. The firm describes itself as a capital allocator and offers a mix of advisory services focused on financial planning and portfolio management for individuals, small businesses and other business or institutional clients. It also provides manager selection services, indicating the use of third‑party subadvisers or external managers as part of its offering. The ownership structure combines a domestic entity and an individual owner. Tomoro charges a variety of fee types — percentage of assets under management, hourly fees and fixed fees — rather than relying on a single billing model. The firm does not identify itself as an active ESG investor, is not a multi‑state adviser, and is newly formed.
Assets & Accounts
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
Owners & executives
2 of 2
Christy Fabian
Chief Compliance OfficerCRD 5872007

Todd Levine
Founder & CEOCRD 4308956
Contacts
2 of 2
David Mozeika
Founder & PartnerCRD 4441724

Jeremy Suarez
Investment Advisor RepresentativeCRD 5009667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colts Neck, NJ
Monmouth
Location
Colts Neck, NJ
Headquartered in Colts Neck, NJ, 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
- Monmouth
- Address
- 293 Nj 34
- Time zone
- ET (UTC-5)
- Office locations
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