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Fig Tree Financials LLC CRD 317013
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marco Polo Securities Inc. | New York | NY | 07/2020 | Present |
| Democracy Prep Harlem Hs | New York | NY | 08/2016 | 09/2017 |
| Ihope Academy | New York | NY | 09/2017 | 09/2018 |
| The Allen-Stevenson School | New York | NY | 02/2019 | 06/2019 |
| Grace Church School | New York | NY | 07/2019 | 04/2020 |
| Home | Lavallette | NJ | 04/2020 | 09/2020 |
| Fig Tree Financials Llc | Lavallette | NY | 10/2021 | Present |
| Mpx Cross-Border Finance | New York | NY | 01/2018 | Present |
Mr. Manfredonia is an adjunct Professor at Fordham University. 10% of his time is dedicated to this activity. Not investment-related. Fig Tree Financial, President Wealth Management Firm Investment related, 100 hrs. monthly. Green Impact Exchange, Advisor, 2 hrs allocated monthly.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-16 |
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
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