PUBLIC FIRM RECORD

AFINITIV LLC

Organization CRD 305672

Filed office: Sheridan, WY

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This page presents selected public source fields. It does not verify services, credentials, availability, or suitability.

SOURCE PROVENANCE

Imported public directory record

Source values are preserved from the active original directory import. Registration and filing fields below remain distinct from editorial verification. Check the original regulator record before relying on any information.

OFFICE GEOGRAPHY

Filed advisory-firm offices

  • Sheridan, Wyoming (WY)

Office geography is based on public advisory-firm records.

FILED FORM ADV CATEGORIES

Services and client types

Charitable organizationsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshopsOther: ONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)Publication of periodicals or newsletters

Filed categories are reported at the firm level and do not establish financial-advisor expertise or a recommendation.

SOURCE REGISTRATION RECORDS

Reported registration facts

  • SEC · ID 305672 · Approved · As of August 3, 2026

Registration is not an endorsement. Advisory-firm and financial-advisor registrations are separate source records.