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CRD#: 170640
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ADVENTIX GLOBAL MARKETS LLC is located at 150 Motor Parkway 4th Floor, Hauppauge, NY 11788 and was first established at Long Island, Delaware in 12/26/2013. After operating for 12 years, ADVENTIX GLOBAL MARKETS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ADVENTIX GLOBAL MARKETS LLC’s clients are individuals and 0% of their clients are high net worth individuals. ADVENTIX GLOBAL MARKETS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ADVENTIX GLOBAL MARKETS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ADVENTIX GLOBAL MARKETS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ADVENTIX GLOBAL MARKETS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ADVENTIX GLOBAL MARKETS LLC Comes From

Understanding the Statistics for ADVENTIX GLOBAL MARKETS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788
Mailing Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788
Firm Size
Small
Phone Number
(516) 680-6630
Established
Delaware since 12/26/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
JACKSON SQUARE PARTNERS (FORMER NAME: ARDENT FINANCIAL LIMITED (UNITED KINGDOM)100% OWNER
MCCLEAN, DAVID EDWARDFINOP, CFO, CCO
PERRY, JUSTIN MAXWELLCEO2972607

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Advisor's working at ADVENTIX GLOBAL MARKETS LLC

AC

Alphonse John Calicchio III

A John Calicchio Iii, Alphonse John Iii Calicchio, John Calicchio
IAR
RR
CRD#: 1577654
Location:
Newport Beach, CA 92660
Company:
CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC
Disclosures:
Experience:
39 years
View Profile
DM

David Edward Mcclean

Davide Edward Mcclean
RR
CRD#: 1211045
Location:
Locust Valley, NY 11560
Company:
LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Disclosures:
Experience:
36 years
View Profile
JP

Justin Maxwell Perry

RR
CRD#: 2972607
Location:
Hauppauge, NY 11788
Company:
ADVENTIX GLOBAL MARKETS LLC
Disclosures:
Experience:
27 years
View Profile
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