Oscar Gruss & Son Incorporated

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
31
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2091
Registered since
January 26, 1978

Firm profile

FINTRX

Overview

Oscar Gruss & Son Incorporated is organized as a corporation with ownership listed as a combination of a foreign entity and an individual. The firm’s public profile in this dataset is limited: it is classified as unclassified and is not identified as a capital allocator. The record indicates the firm does not position itself as an active ESG investor, is not described as a multi-state adviser, and is not listed as a pension consultant or related adviser. Details about the firm’s fee model, specific client segments, business lines, and advisory offerings are not provided in the available data.

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

2 of 2
  • Danielle Landau

    Danielle Landau

    CFO & COOCRD 4671417

  • Michael Halimi

    Michael Halimi

    Founding Partner & CEOCRD 2354986

Contacts

3 of 29
  • Jason Cardin

    Senior Compliance AnalystCRD 2886121

  • Laura Anreder

    Senior Managing DirectorCRD 1325698

  • Robert Lino

    Robert Lino

    CRD 1504836

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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
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth