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 and is recorded as having been registered with the SEC in 2013. The firm is owned by an individual and is listed in FINTRX with an “unclassified” adviser designation. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, or related adviser. FINTRX does not provide details on the firm’s advisory activities, client types, fee arrangements, or investment focus.
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 2DOUGLAS 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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