PAPAMARKOU WELLNER & CO., INC.

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
12
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 a privately held corporation that has been SEC-registered since 1982. The firm is listed as individually owned and is categorized in the source data as "unclassified," with limited public detail about its business lines, client segments, or advisory model. The data set indicates the firm does not self-identify as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. There are no disclosed specifics about fee schedules, advisory activities, or the types of clients served. Public records available through the source show no reported assets under management or client counts, and the firm provided no narrative about its activities or external affiliations. The same source notes the firm maintains two office locations, but does not supply addresses or office roles.

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

    Chief Compliance OfficerCRD 2798054

  • KARL WELLNER

    President, CEOCRD 4640763

  • DMITRIY RUTITSKIY

    CFO/FINOPCRD 6117665

Contacts

3 of 9
  • JOANNE ZERILLO

    PresidentCRD 2284618

  • LORENZO LORENZOTTI

    Managing DirectorCRD 2674304

  • CHRISTOPHER PERKIN

    Managing DirectorCRD 4587848

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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