Wisdomtree Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
317624
Registered since
November 3, 2022

Firm profile

FINTRX

Overview

Wisdomtree Securities, Inc. is organized as a corporation and, per the snapshot, ownership reflects both a domestic entity and an individual. Publicly available summary information classifies the company as "unclassified" and offers only limited detail about its advisory or business activities. The profile indicates the company does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, is not newly formed per the dataset, and is not flagged as a pension consultant or as a related adviser. The firm reports two office locations, but the dataset contains no further breakdown of client types, fee arrangements, investment activity, or affiliations.

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

2 of 2
  • Robert Lilien

    Robert Lilien

    President and COOCRD 1337819

  • Derek Ibsch

    Chief Compliance OfficerCRD 2895585

Contacts

3 of 12
  • Maredith Hannon

    Maredith Hannon

    DirectorCRD 5944239

  • David Meell

    David Meell

    Registered RepresentativeCRD 1244916

  • David Brant

    David Brant

    FinOpCRD 2718478

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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
250 W 34th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth