D/B/A PALAZZO
Firm details
- Headquarters
- New York, New York
- CRD number
- 156378
- Registered since
- October 19, 2011
- Website
- www.palazzonyc.com
Firm profile
FINTRXOverview
D/B/A Palazzo is organized as a limited liability company and is recorded as an investment bank. The firm appears on SEC records dating to 2011 and is owned through a mix of a domestic entity and an individual. The FINTRX snapshot indicates the firm does not operate as a capital allocator and does not identify itself as an active ESG investor. It is not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the provided record.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8MATTHEW HASSON
Managing Director and PartnerCRD 3070267
Oliver Schweitzer
Managing DirectorCRD 6896651
LESYA KUZMYK
Vice PresidentCRD 6077862
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
- 145 W 57th St
- Time zone
- ET (UTC-5)
- Office locations
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