DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ASTORIA PORTFOLIO ADVISORS LLC
NEW YORK, NY | Lexington, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ASTORIA PORTFOLIO ADVISORS LLC | Other adviser | May 19, 2025 | n/a | yes | NEW YORK, NY|Lexington, MA | Current employment |
| TRUST ADVISORY GROUP LTD | Independent wealth | Apr 5, 2010 | Apr 23, 2025 | no | LEXINGTON, MA|Lexington, MA|BIRMINGHAM, AL | Previous registration |
| COMPASS CAPITAL CORPORATION | Independent wealth | Nov 9, 2009 | Jan 27, 2010 | no | BRAINTREE, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUST ADVISORY GROUP LTD | ASTORIA PORTFOLIO ADVISORS LLC | Apr 23, 2025 | May 19, 2025 | 26 | Firm change | RIA to RIA |
| COMPASS CAPITAL CORPORATION | TRUST ADVISORY GROUP LTD | Jan 27, 2010 | Apr 5, 2010 | 68 | Firm change | Other |