Insurance Advisory Partners LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
314295
Registered since
August 19, 2021

Firm profile

FINTRX

Overview

Insurance Advisory Partners LLC is organized as a limited liability company and is registered with the SEC as of 2021. Public filings classify the business as an investment bank; ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser and is not designated a pension consultant or related adviser in the available data. The firm has not published details about its client mix, fee schedules, specific advisory services or investment mandates in the source material provided.

Assets & Accounts

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

1 of 1
  • Randall Dulecki

    Randall Dulecki

    Chief Operating OfficerCRD 4858543

Contacts

3 of 7
  • Antonio Ursano

    Antonio Ursano

    Co-Founder and Managing PartnerCRD 1383248

  • Charles McErlean

    Vice PresidentCRD 5802070

  • James Walker

    James Walker

    AnalystCRD 7712170

Unlock 4 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
1270 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth