M.M. Dillon & Co LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 19878
- Registered since
- June 25, 1987
- Website
- www.mmdillon.com
Firm profile
FINTRXOverview
M.M. Dillon & Co LLC is organized as a limited liability company and has been SEC-registered since 1987. The firm is classified in the available record as an investment bank and is owned by a domestic entity/individual rather than a public parent or institutional owner. The public snapshot does not present M.M. Dillon & Co LLC as a capital allocator or an adviser with multi-state registration. The record flags the firm as not active on ESG investing, and it is not identified as a pension consultant or a related adviser. Key operational fields such as stated business activities, advisory activities, client base and fee structure are not populated in the source data. Disclosure around assets, client accounts, public holdings and investment programs is minimal. The record indicates a single office location, but provides no further office details. Given the limited public information, a review of regulatory filings or direct contact would be necessary to clarify the firm’s client focus, service offering, and any use of alternative investments or family-office type services.
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
2 of 2
Michiel Mccarty
Chairman and Chief Executive OfficerCRD 1061313
Michael Espinal
Chief Financial OfficerCRD 1947563
Contacts
3 of 9
Geoffrey Sargeant
Managing DirectorCRD 4367730
Kevin Slocum
Managing DirectorCRD 1026585

Jeff Swarz
Managing DirectorCRD 1563420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 1 Sound Shore Dr
- Time zone
- ET (UTC-5)
- Office locations
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