Melius Research

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
23

Firm details

Headquarters
New York, New York
CRD number
312314
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees

Firm profile

FINTRX

Overview

Melius Research is organized as a limited liability company with individual ownership and serves an institutional client base. The firm reports fee arrangements that include hourly billing, subscription fees and fixed fees rather than a percentage-of-assets model, which is consistent with a research- or advisory-oriented offering. The snapshot shows no involvement in ESG investing and flags the adviser as not a pension consultant, not a related adviser and not a capital allocator. The year of any SEC registration is not listed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Benjamin Reitzes

    Chief Executive OfficerCRD 2520075

Contacts

3 of 22
  • Scott Weiss

    Scott Weiss

    Founding PartnerCRD 3099605

  • Bruce Ferguson

    Bruce Ferguson

    Equity Research AnalystCRD 7819013

  • Patrick Coleman

    AnalystCRD 7963161

Unlock 19 more contacts

Wealth teams

FINTRX

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

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
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth