Company Information

Get to know CFO Consulting & Advisory, LLC

CFO Consulting & Advisory, LLC is a New York-based firm that provides expert, on-demand financial leadership to small and medium-sized businesses. Their core service is offering "Fractional CFOs," allowing companies to access high-level financial expertise without the cost of a full-time executive. The firm specializes in strategic financial planning and analysis (FP&A), cash flow management, mergers & acquisitions (M&A) advisory, and preparing businesses for capital raising and audits. Their mission is to partner with businesses to drive financial excellence, profitability, and sustainable growth.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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CFO Consulting & Advisory, LLC

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.