Pickwick Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
120
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 source data as an investment bank. The firm is listed as SEC-registered in 2004. Ownership is recorded across domestic entity, foreign entity, and individual categories. The firm is not identified in the dataset as a capital allocator or an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset does not provide detail on specific advisory or business activities beyond the investment bank classification.

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 4
  • Karen Gendron

    CFOCRD 1503330

  • Douglas Greenwood

    President, CEOCRD 1192611

  • Suzanne Risser

    Suzanne Risser

    Chief Compliance OfficerCRD 1303694

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Contacts

3 of 116
  • Joshua Myers

    Joshua Myers

    Managing PartnerCRD 5719637

  • Gary Reneau

    Gary Reneau

    Managing DirectorCRD 720927

  • Charles Steele

    Charles Steele

    Managing DirectorCRD 1609231

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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