WISE US ASSETS INC

Broker-DealerFINRA MemberEst. 2025

Total AUM

—

Advisory reps

15

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 329919
Registered since: April 2, 2025

Firm profile

FINTRX

Overview

Wise US Assets Inc. is organized as a corporation and shows SEC registration in 2025. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source dataset. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser in the available records.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Christopher Sealey
Chief Compliance OfficerCRD 6573071
Adriana Blanco Marquez
Chief Compliance OfficerCRD 7778003

Contacts

3 of 13

Allison Montgomery
Registered RepresentativeCRD 7970421
Alan Garcia
SpecialistCRD 7817368
Shinnell Moriah
CCOCRD 6182124

Unlock 10 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 30 W 26th St
Time zone: ET (UTC-5)
Office locations

Similar firms

JEFFERIES LLC

New York, NY

AUM —REPS 2363

REDI GLOBAL TECHNOLOGIES LLC

New York, NY

MOELIS & COMPANY LLC

New York, NY

AUM —REPS 726

MAY CAPITAL GROUP, L.L.C.

New York, NY

SCOTIA CAPITAL (USA) INC.

New York, NY

AUM —REPS 801

IDB Capital Corp.

New York, NY

More Broker-Dealers in New York →All New York Broker-Dealers →