M.M. Dillon & Co LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
19878
Registered since
June 25, 1987

Firm profile

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Overview

M.M. Dillon & Co LLC is an SEC-registered limited liability company that has been on the register since 1987 and is classified in available records as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is not identified as a capital allocator. Public data flags it as neither an active ESG investor nor a multi-state adviser, and it is not listed as a pension consultant or a related adviser. Available source records provide only high-level regulatory and structural details and do not disclose a breakdown of clients, fee schedules, advisory activities, product offerings, or AUM. That limited public footprint suggests the firm’s activity may be concentrated in specialized investment-banking or advisory work rather than broad-based retail wealth management, but there is insufficient disclosure to describe specific investment strategies, public holdings, or use of alternative investments.

Investment profile

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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

Owners & executives

2 of 2
  • Michael Espinal

    Chief Financial OfficerCRD 1947563

  • Michiel Mccarty

    Michiel Mccarty

    Chairman and Chief Executive OfficerCRD 1061313

Contacts

3 of 9
  • Angela Wang

    FounderCRD 7815132

  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • Elena Ulansky

    Elena Ulansky

    Co-FounderCRD 7654267

Unlock 6 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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth