Trive New York LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
21946
Registered since
April 29, 1988

Firm profile

FINTRX

Overview

Trive New York LLC is organized as a limited liability company and has been SEC-registered since 1988. Ownership is reported as a combination of a foreign entity and an individual. The firm's regulatory classification is listed as unclassified. Registered attributes indicate it does not function as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. Available records do not provide discrete descriptions of the firm's advisory activities, fee model, or client types. The limited public detail and the other registry flags suggest the firm either operates with minimal advisory activity or does not disclose typical RIA operational details in the source 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
  • Jose Saa

    Chief Compliance OfficerCRD 1677154

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
85 Broad St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth