Ashmoret Mashal

THE FAMILY OFFICES GLOBAL VENTURES

New York, NY 10022

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CRD#: 7751123

Professional summary

Ashmoret Mashal, who also goes by Ashmoret Mishal, is a registered financial advisor currently at THE FAMILY OFFICES GLOBAL VENTURES INC. located in New York, New York and FNEX CAPITAL, LLC located in Indianapolis, Indiana.

Ashmoret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Ashmoret has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ashmoret Mishal

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Family Offices Global. Investment-related. Miami, FL. CEO. 01/2016. 160HRS/MO. 120HRS/MO. during trading hours. Provides roadshow consultancy services for funds and startups. Axiom Investment Management. Investment-related. Miami, FL. Investment Advisory firm. Receiving referrals fees per Solicitor agreement. 10 hours per month. Morgan Stanley Professional Alliance Program - Miami, FL. Investment Advisory Solicitor Agreement. Receiving referral fees. Not Securities related. 5 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashmoret Mashal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2025 - Present

THE FAMILY OFFICES GLOBAL VENTURES INC.

Office #1: 711 5th Avenue, New York, NY 10022Office #2: 100 Biscayne Blvd Suite 1209, Miami, FL 33132

RIA

CRD#: 333989

New York, NY

Current

October 29, 2024 - Present

FNEX CAPITAL, LLC

Office #1: One Indiana Square Suite 2252, Indianapolis, IN 46204

CRD#: 166316

Indianapolis, IN

Past

February 13, 2024 - October 26, 2024

BRADLEY WOODS & CO. LTD.

CRD#: 13660

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/31/2024)

IAR

Florida
(9/9/2025)

Illinois
(10/31/2024)

New York
(10/29/2024)

Virginia
(10/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/13/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/28/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

THE FAMILY OFFICES GLOBAL VENTURES INC.

FAMILY OFFICES GLOBAL LLC | THE FAMILY OFFICES GLOBAL VENTURES INC. | THE FAMILY OFFICES GLOBAL

CRD#: 333989 / SEC#: 801-131911

RIA

Registered Investment Advisory firm - (9/15/2025 Terminated)

Florida

Registered Investment Advisory firm - (9/9/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

100 Biscayne Blvd Suite 1209, Miami, FL 33132

Mailing Address

178 Columbus Ave #237190 Smb#38647, New York, NY 10023

Phone number

(310) 994-0619

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ashmoret Mashal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashmoret Mashal's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE FAMILY OFFICES GLOBAL VENTURES INC.

FNEX CAPITAL, LLC

BRADLEY WOODS & CO. LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2024

Series 7TO

Date: 2/13/2024

SIE

Date: 7/28/2023

FINRA

Current Firm

THE FAMILY OFFICES GLOBAL VENTURES INC.

Contact information

Documents

Red Flags

Company Information

THE FAMILY OFFICES GLOBAL VENTURES INC.

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