Gramercy Park Wealth Advisors, LLC

Broker-DealerFINRA Member
Total AUM
$108M
Discretionary
$0
0% of AUM
Accounts
333
Employees
7
Advisory reps
7
Brokerage reps
4

Firm details

Headquarters
Nashville,
CRD number
170171
Registered since
November 18, 2014
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.85%
  • Individuals24.15%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gramercy Park Wealth Advisors, LLC is an independent broker-dealer and wealth advisory firm that focuses on individual and family clients. The firm operates as a capital allocator and provides a mix of brokerage and advisory services, including financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 33%, State & Local Bonds 4%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities33%
  • State & Local Bonds4%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Brian Cote

    Brian Cote

    Founding Partner & Chief Compliance OfficerCRD 4218494

Contacts

3 of 6
  • Tammy Paxton

    Tammy Paxton

    Financial AdvisorCRD 5335295

  • Dean Toscano

    Dean Toscano

    Financial AdvisorCRD 6145732

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

Unlock 3 more contacts →

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

Nashville, null

Location

Nashville, null

Headquartered in Nashville, null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth