Ferretti Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47768
Registered since
November 26, 1999

Firm profile

FINTRX

Overview

Ferretti Group, Inc. is organized as a corporation with an individual owner. Public records list its adviser classification as unclassified and indicate the firm does not operate as a capital allocator. The firm does not identify as an active ESG investor, is not a multistate adviser, and is not flagged as a newly formed adviser, pension consultant, or related adviser. The firm has not provided further detail about its client segments, fee schedules, or specific advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • Phyllis Woods

    Phyllis Woods

    CEO and PrincipalCRD 1870528

Contacts

3 of 8
  • David Fox

    Registered RepresentativeCRD 1328904

  • Edward Schreier

    Edward Schreier

    Floor BrokerCRD 1661157

  • Stephen Ferretti

    Stephen Ferretti

    FounderCRD 2093923

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Wealth teams

FINTRX

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

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
Co Accounting Compliance Int St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth