Oscar Gruss & Son Incorporated

Broker-DealerFINRA MemberEst. 1978
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2091
Registered since
January 26, 1978

Firm profile

FINTRX

Overview

Oscar Gruss & Son Incorporated is organized as a corporation and has been SEC-registered since 1978. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a foreign entity and an individual. The profile shows the firm is not positioned as a capital allocator and is not marked as a pension consultant or related adviser. The dataset contains minimal detail on the firm's advisory activities, client segments, fee structure, or specific investment mandates. FINTRX flags indicate Oscar Gruss & Son Incorporated is not an active ESG investor and is not flagged as a multi-state or newly formed adviser, which suggests a limited public footprint in terms of advisory disclosures within this source.

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 Halimi

    Michael Halimi

    Founding Partner & CEOCRD 2354986

  • Danielle Landau

    Danielle Landau

    CFO & COOCRD 4671417

Contacts

3 of 26
  • Barry Kaplan

    SalesCRD 1996420

  • Avi Bouhadana

    PartnerCRD 6382537

  • Yankel Hassan

    Yankel Hassan

    Co-FounderCRD 6611030

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth