Pickwick Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
119
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
130672
Registered since
June 14, 2004

Firm profile

FINTRX

Overview

Pickwick Capital Partners, LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm registered with the SEC in 2004. Ownership is reported to include domestic and foreign entities as well as individual owners. Available records indicate Pickwick Capital Partners is not a capital allocator and is not an active ESG investor. The firm is not listed as a multi-state adviser, is not a newly formed adviser, and is not identified as a related adviser in the provided data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Douglas Greenwood

    President, CEOCRD 1192611

  • Suzanne Risser

    Suzanne Risser

    Chief Compliance OfficerCRD 1303694

  • Karen Gendron

    CFOCRD 1503330

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Contacts

3 of 115
  • David Oles

    David Oles

    Managing DirectorCRD 6377039

  • Linas Razgaitis

    Linas Razgaitis

    Registered RepresentativeCRD 8134344

  • Zachary Smith

    Zachary Smith

    Managing DirectorCRD 5674001

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, 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
Westchester
Address
445 Hamilton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth