Prism Financial Products LP

Broker-DealerFINRA Member
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 whose ownership is reported to include domestic entities, foreign entities and individual stakeholders. The firm is categorized as unclassified in the source data and is not identified as a capital allocator. The record indicates several negative designations: Prism Financial Products LP is not listed as an active ESG investor, not designated a multi-state adviser, not a pension consultant, not a related adviser, and is not flagged as a newly formed adviser. The firm did not provide information about its specific advisory activities, fee structure, or client segments in the data set.

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

    David Martins Da Silva

    CEO & Founding PartnerCRD 2777772

Contacts

3 of 14
  • Kevin Martins Da Silva

    DirectorCRD 6068590

  • Gavin Coman

    Senior SalesCRD 2349183

  • Thomas Towers

    Thomas Towers

    Senior Relationship ManagerCRD 3188115

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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
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