Wedbush & Co, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
35
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
328492
Registered since
January 25, 2024

Firm profile

FINTRX

Overview

Wedbush & Co, LLC is organized as a limited liability company and is classified in the available data as an investment bank. Ownership is described as split between a domestic entity and an individual. The firm is not identified as a capital allocator and the record notes it is not an active ESG investor. It is also not listed as a multi-state adviser, nor as a pension consultant or related adviser. There is limited public disclosure in the source about the firm’s specific business lines, advisory services, fee schedule, or client segments; the profile above reflects the attributes that are recorded.

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
  • Daniel Billings

    Daniel Billings

    Executive Vice President & Chief Financial OfficerCRD 4568232

  • Erin Preston

    Erin Preston

    Chief Compliance OfficerCRD 5314250

  • Samantha Kirkman

    Samantha Kirkman

    CFO & COOCRD 6892438

Contacts

3 of 32
  • John Bruno

    John Bruno

    Vice President, Healthcare Investment BankingCRD 6049335

  • Seungnam Lee

    Seungnam Lee

    VP, Regulatory ReportingCRD 4745895

  • Andrew Hutcheson

    Andrew Hutcheson

    Senior Vice PresidentCRD 2539627

Unlock 29 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
142 W 57th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth