Wyser-Pratte & Co, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Mount Kisco, New York
CRD number
28056
Registered since
February 22, 1991

Firm profile

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Overview

Wyser-Pratte & Co, Inc. is organized as a corporation and appears in public records as an SEC-registered adviser since 1991. Ownership is recorded as a mix of a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified. The snapshot data indicates it does not identify as a capital allocator, is not an active ESG investor, and is not organized as a multi-state adviser. It is also not flagged as newly formed, a pension consultant, or a related adviser. The source filings do not enumerate the firm’s advisory services, target client segments, fee schedule, or specific investment activities. That lack of detail in the available dataset limits what can be stated about how the firm positions its wealth-management or investment offerings.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Scott Principi

    Scott Principi

    Head TraderCRD 4958133

  • Atanas Salabaschew

    DirectorCRD 7288023

  • James Wyser-Pratte

    Investment Research AnalystCRD 6722098

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mount Kisco, NY

Westchester

Location

Mount Kisco, NY

Headquartered in Mount Kisco, 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
Westchester
Address
100 S Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth