DC ADVISORY

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
104
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129919
Registered since
May 24, 2004

Firm profile

FINTRX

Overview

DC Advisory is recorded as a limited liability company that operates as an investment bank and has been SEC-registered since 2004. Ownership is listed as a mix of domestic entities and individuals. The firm is not identified as a capital allocator and does not present itself as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, or a related adviser in the dataset. The dataset provides minimal detail on the firm’s client segments, fee arrangements, core business lines, or advisory services, so its activities beyond investment banking are not described here.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • PETER PACITTO

    Chief Financial OfficerCRD 1700696

  • WILLIAM KOHR

    CEOCRD 1563851

Contacts

3 of 102
  • Emily Mayer

    Vice PresidentCRD 6635577

  • ANTHONY BELINKOFF

    Managing DirectorCRD 1992177

  • Gregory Fligor

    Senior AssociateCRD 6810906

Unlock 99 more contacts

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
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth