Auerbach Grayson & Company LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
30
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
30761
Registered since
September 9, 1992

Firm profile

FINTRX

Overview

Auerbach Grayson & Company LLC is organized as a limited liability company and is classified in the data source as an investment bank. Ownership is reported as domestic entity and individual ownership. The firm is not identified as a capital allocator or an active ESG investor; it is also not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser in the available record. The firm has not provided detailed descriptions of its core business lines, advisory activities, or affiliations to the data source, so there is limited public information about its client focus, fee schedules, or operating model.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gil Aikins

    Chief Compliance OfficerCRD 5157274

  • Nikhil Bhatnagar

    Nikhil Bhatnagar

    Chief Executive OfficerCRD 5874592

Contacts

3 of 28
  • Michael Lopiano

    Vice PresidentCRD 1995197

  • Todd Hathaway

    Todd Hathaway

    Equity Sales TraderCRD 2293962

  • Kevin Wood

    Kevin Wood

    Managing Director, Head of TradingCRD 2557100

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
20 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth