Wisdomtree Securities, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 317624
- Registered since
- November 3, 2022
- Website
- www.wisdomtree.com
Firm profile
FINTRXOverview
Wisdomtree Securities, Inc. is organized as a corporation and is registered with the SEC (registration noted in 2022). Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the source data and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser. The snapshot contains limited operational detail: no information is provided about fee schedules, client segments, specific advisory activities, or business lines in the dataset supplied.
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
Owners & executives
2 of 2
Robert Lilien
President and COOCRD 1337819
Derek Ibsch
Chief Compliance OfficerCRD 2895585
Contacts
3 of 11
Jaime Gonzalez
Associate DirectorCRD 8214903

Francis Ryder
PresidentCRD 2829492

William Peck
Head of Digital AssetsCRD 5942955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 250 W 34th St
- Time zone
- ET (UTC-5)
- Office locations
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