Tomoro

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
17
Advisory reps
4

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

FINTRX

Overview

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

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
  • Christy Fabian

    Christy Fabian

    Chief Compliance OfficerCRD 5872007

  • Todd Levine

    Todd Levine

    Founder & CEOCRD 4308956

Contacts

2 of 2
  • David Mozeika

    David Mozeika

    Founder & PartnerCRD 4441724

  • Jeremy Suarez

    Jeremy Suarez

    Investment Advisor RepresentativeCRD 5009667

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth