Wharton Midmarket Securities Inc.
Firm details
- Headquarters
- Woodbridge, Connecticut
- CRD number
- 167531
- Registered since
- November 26, 2013
- Website
- whartonmidmarketadvisors.com
Firm profile
FINTRXOverview
Wharton Midmarket Securities Inc. is a corporation that registered with the SEC in 2013 and is owned by an individual. FINTRX classifies the firm as "Unclassified." The firm is not identified as a capital allocator, related adviser, pension consultant, multi-state adviser, or newly formed adviser, and it does not report being an active ESG investor. The snapshot did not include details on client segments, fee schedules, business lines, or specific advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Douglas Harrigan
Managing DirectorCRD 1991560
Paul Harrigan
Managing DirectorCRD 6039178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbridge, CT
New Haven
Location
Woodbridge, CT
Headquartered in Woodbridge, CT, 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 Haven
- Address
- 27 Brook Rd
- Time zone
- ET (UTC-5)
- Office locations
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