Siebert Williams Shank & Co, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
133
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
42568
Registered since
July 25, 1997

Firm profile

FINTRX

Overview

Siebert Williams Shank & Co, LLC is organized as a limited liability company and is classified in the snapshot data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The profile flags the organization as not acting as a capital allocator and not operating as an ESG-focused investor. The snapshot does not provide a breakdown of client types, fee schedules, specific business lines, or detailed advisory activities. Other firm attributes captured in the data set indicate it is not designated as a multi-state adviser, is not newly formed, does not present itself as a pension consultant, and is not flagged as a related adviser to another entity.

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
  • Dianne Calabrisotto

    Dianne Calabrisotto

    Chief Operating Officer & Chief Compliance OfficerCRD 1273900

  • Suzanne Shank-werdlow

    Suzanne Shank-werdlow

    President and CEOCRD 1860931

  • William Thompson

    William Thompson

    Chief Administrative OfficerCRD 2316101

Contacts

3 of 130
  • Bradford Bentzig

    Managing Director, Fixed IncomeCRD 4471335

  • Christopher Williams

    Christopher Williams

    ChairmanCRD 1335377

  • Henry Cisneros

    Henry Cisneros

    Chairman & Co-FounderCRD 5948414

Unlock 127 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

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
100 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth