Hennion & Walsh, Inc.
Firm details
- Headquarters
- Parsippany, New Jersey
- CRD number
- 25766
- Registered since
- December 28, 1989
- Website
- www.hennionandwalsh.com
Firm profile
FINTRXOverview
Hennion & Walsh, Inc. is organized as a corporation and is registered with the SEC; the firm’s SEC registration dates to 1989. FINTRX classifies ownership as individual and lists the firm as unclassified for its investment/adviser type. The snapshot indicates Hennion & Walsh does not operate as a capital allocator, is not designated an active ESG investor, and is not identified as a multi-state adviser, newly formed adviser, pension consultant or related adviser. The FINTRX entry does not include details on the firm’s client mix, fee schedule, specific advisory services or stated investment preferences. Likewise, there are no entries for activities, affiliations or industry awards in the available snapshot.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Matthew Wolcott
Chief Operating OfficerCRD 4233708

Kevin Mahn
President and Chief Investment OfficerCRD 2519398

Phillip Fitzsimmons
Chief Compliance OfficerCRD 1625889
Contacts
3 of 119
Henry Szawlowski
TraineeCRD 5680173
Stephanie Roche
Financial AdvisorCRD 5680360

Frank Brady Jr
OwnerCRD 5692946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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