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FIRM PROFILE
Overview
TRIVE NEW YORK LLC is located at 85 Broad Street Suite 17-105, New York, NY 10004-2434 and was first established at New York, Delaware in 01/04/2012. After operating for 14 years, TRIVE NEW YORK 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 TRIVE NEW YORK LLC’s clients are individuals and 0% of their clients are high net worth individuals. TRIVE NEW YORK LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRIVE NEW YORK LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 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 TRIVE NEW YORK 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 TRIVE NEW YORK 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.
Where the Statistical Data for TRIVE NEW YORK LLC Comes From
Understanding the Statistics for TRIVE NEW YORK LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
85 Broad Street Suite 17-105, New York, NY 10004-2434
85 Broad Street Suite 17-105, New York, NY 10004-2434
Small
(929) 508-1500
Delaware since 01/04/2012
Limited Liability Company
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TRIVE NEW YORK LLC
Jose Francisco Saa
Elizabeth Marie Attanasio
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