WATERMILL INSTITUTIONAL TRADING LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Accounts
0
Employees
20
Advisory reps
14
Brokerage reps
18
Avg account
$0

Firm details

Headquarters
JERSEY CITY, New Jersey
CRD number
150892
Registered since
June 24, 2010
Fee structure
Other

Firm profile

FINTRX

Overview

Watermill Institutional Trading LLC operates as a limited liability company and is primarily engaged in broker-dealer activities. Established in 2010, the firm does not classify itself under traditional advisory activities and does not act as a capital allocator. The firm does not actively participate in ESG investing and is not recognized as a multi-state adviser. The client base remains unspecified, and the fee structure is categorized as "Other," indicating a potentially unique or flexible approach to client billing.

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 4
  • BENJAMIN BRAM

    CEOCRD 1319325

  • LEON WAGNER

    Chairman and Chief Executive OfficerCRD 847307

  • DAVID DEMPSEY

    Chief Operating Officer & PartnerCRD 1831193

Unlock 1 more executives

Contacts

3 of 10
  • GREGORY WACHSTETER

    Managing DirectorCRD 3165385

  • MICHAEL CASAS

    Registered RepresentativeCRD 5229101

  • JONATHAN WOLFF

    Board MemberCRD 2824660

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JERSEY CITY, NJ

HUDSON

Location

JERSEY CITY, NJ

Headquartered in JERSEY CITY, NJ, 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
HUDSON
Address
111 Town Square Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth