Prime Decision Consulting LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Warwick, New York
CRD number
290948
Registered since
February 21, 2018

Firm profile

FINTRX

Overview

Prime Decision Consulting LLC is registered as a limited liability company and has been SEC-registered since 2018. Regulatory filings classify the firm as "Unclassified." Ownership is noted as a combination of a domestic entity and an individual, but public disclosures provide little detail about its day-to-day advisory activities, client focus, or fee arrangements. Available metadata flags the firm as not serving as a capital allocator and not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

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
  • Graham Smith

    Graham Smith

    Founder and CEOCRD 5733422

Contacts

2 of 2
  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

  • Walid Shinnawi

    Walid Shinnawi

    Registered RepresentativeCRD 4026176

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Warwick, NY

Orange

Location

Warwick, NY

Headquartered in Warwick, 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
Orange
Address
11 John St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth