Prism Financial Products LP

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306255
Registered since
September 24, 2021

Firm profile

FINTRX

Overview

Prism Financial Products LP is organized as a partnership and first registered with the SEC in 2021. The firm’s ownership is identified as a mix of domestic entity, foreign entity and individual ownership; the regulatory snapshot classifies the firm as unclassified rather than fitting a standard adviser category. The record indicates Prism is not a capital allocator and is not flagged as an active ESG investor. Public-facing detail about Prism’s advisory services, client types, fee schedules or investment mandates is minimal in the available data. The firm also is not marked as a newly formed adviser, a pension consultant, or a related adviser in the provided snapshot.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Martins Da Silva

    David Martins Da Silva

    CEO & Founding PartnerCRD 2777772

Contacts

3 of 14
  • Matthew Fox

    Group ControllerCRD 6870467

  • Rhea Sampat

    Rhea Sampat

    Sales and TradingCRD 7574836

  • Cornelius Hoogers

    Execution TraderCRD 8211953

Unlock 11 more contacts

Wealth teams

FINTRX

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

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
130 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth