Papamarkou Wellner & Co, Inc.

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
10963
Registered since
August 27, 1982

Firm profile

FINTRX

Overview

Papamarkou Wellner & Co, Inc. is organized as a corporation and has been SEC-registered since 1982. FINTRX classifies the firm as "Unclassified" and lists the owner type as individual. The profile entry indicates the firm is not an active ESG investor, does not act as a capital allocator, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The dataset does not include details on the firm's advisory model, fee schedules, client segments, or specific business activities. Where present, the snapshot emphasizes registration and structural attributes rather than public-facing product lines or client-facing 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

3 of 3
  • Bryon Lyons

    Bryon Lyons

    Chief Compliance OfficerCRD 2798054

  • Karl Wellner

    Karl Wellner

    President, CEOCRD 4640763

  • Dmitriy Rutitskiy

    Dmitriy Rutitskiy

    CFO/FINOPCRD 6117665

Contacts

3 of 8
  • Joanne Zerillo

    Joanne Zerillo

    PresidentCRD 2284618

  • Lorenzo Lorenzotti

    Lorenzo Lorenzotti

    Managing DirectorCRD 2674304

  • Christopher Perkin

    Christopher Perkin

    Managing DirectorCRD 4587848

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth