M.M. Dillon & Co LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 19878
- Registered since
- June 25, 1987
- Website
- www.mmdillon.com
Firm profile
FINTRXOverview
M.M. Dillon & Co LLC is an SEC-registered limited liability company that has been on the register since 1987 and is classified in available records as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is not identified as a capital allocator. Public data flags it as neither an active ESG investor nor a multi-state adviser, and it is not listed as a pension consultant or a related adviser. Available source records provide only high-level regulatory and structural details and do not disclose a breakdown of clients, fee schedules, advisory activities, product offerings, or AUM. That limited public footprint suggests the firm’s activity may be concentrated in specialized investment-banking or advisory work rather than broad-based retail wealth management, but there is insufficient disclosure to describe specific investment strategies, public holdings, or use of alternative investments.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Michael Espinal
Chief Financial OfficerCRD 1947563

Michiel Mccarty
Chairman and Chief Executive OfficerCRD 1061313
Contacts
3 of 9Angela Wang
FounderCRD 7815132

Chad Kirschenblatt
Managing PartnerCRD 2503352
Elena Ulansky
Co-FounderCRD 7654267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 1 Sound Shore Dr
- Time zone
- ET (UTC-5)
- Office locations
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