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

FINTRX

Overview

M.M. Dillon & Co LLC is organized as a limited liability company and is recorded as SEC-registered since 1987. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or wealth manager. The record lists ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not flagged as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide specific descriptions of the firm’s business activities or its advisory services.

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

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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