Stash Invest

Stash Invest (CRD# 226550) is a financial advisory firm headquartered in New York, NY. They manage $3,343,843,237 in 2,690,873 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
257 Park Avenue South, Suite 900, New York, NY 10010
https://www.twitter.com/stash
By the Numbers
  • Total Assets Under Management
    3,344
    MILLION
  • Total Number of Accounts
    2,690,873
    ACCOUNTS
  • Average Account Value
    $1,243
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Stash Invest
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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