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 organized as a limited liability company and appears on SEC records dating to 2018. The firm is identified as an unclassified adviser and is owned at the entity and individual level. The snapshot flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. The available data does not enumerate the firm's service lines, fee approach, or client segments. Regulatory flags in the snapshot indicate Prime Decision Consulting is not listed as a multi-state adviser, not a pension consultant, and not a related adviser to another registered 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

    Founder and CEOCRD 5733422

Contacts

2 of 2
  • BRIAN MEGENITY

    CCOCRD 2889637

  • 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