Papamarkou Wellner & Co, Inc.

Broker-DealerFINRA Member
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 appears to be privately owned by an individual. The firm's record in this dataset is limited: it is classified as "unclassified" and does not present itself as a capital allocator or an active ESG investor. The available fields do not include descriptions of client segments, fee schedules, business activities, or advisory services. The record also indicates the firm is not a multi-state adviser, not newly formed, and is not identified as a pension consultant or related adviser.

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
  • Karl Wellner

    Karl Wellner

    President, CEOCRD 4640763

  • Bryon Lyons

    Bryon Lyons

    Chief Compliance OfficerCRD 2798054

  • Dmitriy Rutitskiy

    Dmitriy Rutitskiy

    CFO/FINOPCRD 6117665

Contacts

3 of 8
  • Thorne Perkin

    Thorne Perkin

    PresidentCRD 4016951

  • Joanne Zerillo

    Joanne Zerillo

    PresidentCRD 2284618

  • Anastasios Adam

    Anastasios Adam

    Managing DirectorCRD 2543337

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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