Wall Street Access

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
10012
Registered since
April 9, 1981

Firm profile

FINTRX

Overview

Wall Street Access is organized as a partnership and has been SEC-registered since 1981. FINTRX classifies the firm as an investment bank and lists ownership as a combination of a domestic entity and an individual. The profile contains limited public detail about the firm’s client types, fee schedule or day-to-day advisory activities. FINTRX indicates Wall Street Access is not a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Beyond those regulatory and classification markers, the dataset provides no further description of product shelf, target clients, or service 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

3 of 3
  • Arthur Goetchius

    Arthur Goetchius

    Chief Executive OfficerCRD 1374251

  • John Mitchell

    John Mitchell

    Chief Financial OfficerCRD 2193524

  • Gregory Viscovich

    Gregory Viscovich

    Chief Compliance OfficerCRD 2621348

Contacts

3 of 33
  • Matthew Barnard

    Matthew Barnard

    Managing DirectorCRD 2421104

  • Eric Berquist

    Eric Berquist

    EVP, Institutional TradingCRD 2251514

  • Benjamin Harelick

    SalesCRD 3063646

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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
100 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth