DC ADVISORY

Broker-DealerFINRA MemberEst. 2004
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 is organized as a limited liability company and is classified as an investment bank. It first registered with the SEC in 2004. Ownership is listed as a mix of domestic entity and individual ownership rather than a single corporate parent. Public disclosures and the firm’s FINTRX snapshot provide limited detail about its advisory or business activities; the firm has not supplied information about specific activities or affiliations. The profile indicates DC Advisory does not operate as a multi-state registered investment adviser and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • PETER PACITTO

    Chief Financial OfficerCRD 1700696

  • WILLIAM KOHR

    CEOCRD 1563851

Contacts

3 of 102
  • Emily Mayer

    Vice PresidentCRD 6635577

  • ANTHONY BELINKOFF

    Managing DirectorCRD 1992177

  • Gregory Fligor

    Senior AssociateCRD 6810906

Unlock 99 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth