Hennion & Walsh, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
124
Avg account
$0

Firm details

Headquarters
Parsippany, New Jersey
CRD number
25766
Registered since
December 28, 1989

Firm profile

FINTRX

Overview

Hennion & Walsh, Inc. is organized as a corporation with individual ownership. The firm’s public profile in the provided dataset is sparse: it is classified as "Unclassified" and the firm-level metadata indicates it does not identify as an ESG investor, capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm did not provide details about its advisory activities, client types, fee structure, or other business operations in the source information.

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 4
  • Matthew Wolcott

    Matthew Wolcott

    Chief Operating OfficerCRD 4233708

  • Kevin Mahn

    Kevin Mahn

    President and Chief Investment OfficerCRD 2519398

  • Phillip Fitzsimmons

    Phillip Fitzsimmons

    Chief Compliance OfficerCRD 1625889

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Contacts

3 of 120
  • Henry Szawlowski

    Henry Szawlowski

    TraineeCRD 5680173

  • Stephanie Roche

    Financial Advisor TraineeCRD 5680360

  • Frank Brady Jr

    Frank Brady Jr

    OwnerCRD 5692946

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Parsippany, NJ

Morris

Location

Parsippany, NJ

Headquartered in Parsippany, NJ, 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
Morris
Address
2001 46 Waterview Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth