D/B/A PALAZZO

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156378
Registered since
October 19, 2011

Firm profile

FINTRX

Overview

D/B/A Palazzo is organized as a limited liability company and is recorded as an investment bank. The firm appears on SEC records dating to 2011 and is owned through a mix of a domestic entity and an individual. The FINTRX snapshot indicates the firm does not operate as a capital allocator and does not identify itself as an active ESG investor. It is not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the provided record.

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

Contacts

3 of 8
  • MATTHEW HASSON

    Managing Director and PartnerCRD 3070267

  • Oliver Schweitzer

    Managing DirectorCRD 6896651

  • LESYA KUZMYK

    Vice PresidentCRD 6077862

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
145 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth