Moelis & Company LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
804
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
145115
Registered since
December 13, 2007

Firm profile

FINTRX

Overview

Moelis & Company LLC is organized as a limited liability company and is classified in the provided data as an investment bank. Ownership is listed as a mix of a domestic entity and individual owners. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The dataset supplies no specifics about client types, fee schedules, advisory specialties, or other business activities. It also indicates the firm is not designated as a multi-state adviser, not a pension consultant, and not recorded as a related adviser.

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

3 of 3
  • Kenneth Moelis

    Kenneth Moelis

    Founder & CEOCRD 1015047

  • Theodore Ferguson

    Theodore Ferguson

    Chief Information OfficerCRD 6628197

  • Travis Call

    Travis Call

    Chief GeologistCRD 6682834

Contacts

3 of 801
  • William Shegog

    William Shegog

    Investment Banking AssociateCRD 6962385

  • Edward Delanoy

    Edward Delanoy

    Investment Banking Vice PresidentCRD 6200254

  • Ray Chen

    Ray Chen

    AssociateCRD 6346949

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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

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
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth