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 organized as a corporation with individual ownership. Public-facing disclosures are sparse: the firm is classified as "unclassified" in the dataset and key items such as client focus, fee schedule, concrete business activities and advisory services are not provided. Data entries also indicate the firm is not positioned as a capital allocator, is not active on ESG investing, and is not identified as a multi-state or pension consulting adviser.
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
Paul Harrigan
Managing DirectorCRD 6039178
Douglas Harrigan
Managing DirectorCRD 1991560
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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