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 a limited liability company that registered with the SEC in 2018. The firm's ownership is listed as a mix of a domestic entity and an individual. In the data used for this profile the firm is classified as "unclassified" and is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The dataset contains no detail about the firm's client segments, fee schedule, specific business lines, or advisory activities, so the firm's target markets and service model cannot be confirmed from these records. Those omissions leave its operating focus—whether wealth management, institutional consulting, or another advisory specialization—unclear.

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