DC Advisory

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
104
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129919
Registered since
May 24, 2004

Firm profile

FINTRX

Overview

DC Advisory operates as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a combination of domestic entity and individual owners. The firm is not identified as a capital allocator and the profile indicates it does not pursue ESG investing as an active strategy. Additional metadata flags it as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The record does not supply detail about the firm’s specific advisory or deal-making activities, fee schedules, client types, or affiliations, so no further operational description can be drawn from the available data.

Assets & Accounts

Location & Offices

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

3 of 3
  • William Kohr

    William Kohr

    CEOCRD 1563851

  • Peter Pacitto

    Peter Pacitto

    Chief Financial OfficerCRD 1700696

  • Jonathan Bayer

    Jonathan Bayer

    Chief Compliance OfficerCRD 5050555

Contacts

3 of 101
  • Herald Ritch

    Herald Ritch

    FounderCRD 826268

  • Larry Henry

    Larry Henry

    Senior AdvisorCRD 859562

  • Eric Edmondson

    Eric Edmondson

    Vice ChairmanCRD 1441360

Unlock 98 more contacts →

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
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth