Wolfe Research Securities
Firm details
- Headquarters
- New York, New York
- CRD number
- 151850
- Registered since
- May 26, 2010
- Website
- www.wolferesearch.com
Firm profile
FINTRXOverview
Wolfe Research Securities is organized as a limited liability company and is SEC-registered since 2010. The firm is listed as owned by a domestic entity and an individual and is classified as unclassified in the available dataset. The record indicates Wolfe Research Securities does not act as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state or newly formed adviser. Additional fields for fee structure, client types, and advisory activities are not populated in the source material.
Assets & Accounts
Investments & Alternatives
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
3 of 5
Stephanie Roth
Chief EconomistCRD 7342073
Francis Jordan
CFO/FINOPCRD 5634167
Hannah Tran
Research CoordinatorCRD 8073666
Contacts
3 of 190
Mark Walsh
DirectorCRD 3056648
Jie Li
Equity Research AssociateCRD 7859631
Grant Mersereau
Senior Vice President, Institutional Equity SalesCRD 6845155
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
- 757 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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