Joseph Grace Holdings, Inc.

Broker-DealerFINRA Member
Total AUM
—
Accounts
0
Employees
5
Advisory reps
3
Brokerage reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
103580
Registered since
May 19, 2000
Fee structure
Commissions, Other

Firm profile

FINTRX

Overview

Joseph Grace Holdings, Inc. is an individually owned corporate broker‑dealer that operates primarily on a commission and other non‑advisory fee basis. The firm is registered with state regulators in New Jersey, New York and Pennsylvania. FINTRX data does not list any advisory activities or a traditional investment advisory client base; the firm is classified as "Unclassified" and is not identified as an active ESG investor, capital allocator, pension consultant, or related adviser.

Assets & Accounts

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

Contacts

3 of 3
  • Steven Gottesman

    Registered RepresentativeCRD 4464524

  • Edward Tucker

    Edward Tucker

    Investment BankingCRD 1234430

  • Silvia Basilotta

    Silvia Basilotta

    Senior Managing DirectorCRD 1201948

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
48 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth