PRISM FINANCIAL PRODUCTS LP

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306255
Registered since
September 24, 2021

Firm profile

FINTRX

Overview

Prism Financial Products LP is organized as a partnership and shows SEC registration dating to 2021. Public dataset fields are sparse: the firm is categorized as unclassified and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Ownership fields in the record list domestic entity, foreign entity, and individual, but the filing does not provide further detail on ownership structure, client types, advisory activities, fee schedules, or core business lines.

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
  • DAVID MARTINS DA SILVA

    CEO & Founding PartnerCRD 2777772

Contacts

3 of 14
  • Matthew FOX

    Group ControllerCRD 6870467

  • Rhea Sampat

    Sales and TradingCRD 7574836

  • Cornelius Hoogers

    Execution TraderCRD 8211953

Unlock 11 more contacts

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
130 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth