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TREASURY INTERACTIVE INVESTMENT ADVISERS LLC

BROOKLYN, NY · CRD 327585 · IAPD ↗ · 6466853046

$0Regulatory AUM
2Advisory reps
2Employees
4991Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC (BROOKLYN, NY) left the SEC roster (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
March 2025 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
January 2025 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC notice-filed in DC, MS, ND, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
October 2024 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC notice-filed in DE, RI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC notice-filed in AK, AL, AR, CT, HI, ID, KY, MO, MT, NV, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC notice-filed in AZ, IA, KS, MD, ME, NJ, NM, OK, SC, TN, UT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — TREASURY INTERACTIVE INVESTMENT ADVISERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.