SIEBERT WILLIAMS SHANK & CO., LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 42568
- Registered since
- July 25, 1997
- Website
- www.siebertwilliams.com
Firm profile
FINTRXOverview
Siebert Williams Shank & Co, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 1997 and is owned by a combination of domestic entities and individuals. FINTRX marks the firm as not functioning as a capital allocator and not active on ESG investment fronts; it is also not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide detail on the firm's fee schedules, client segments, or specific advisory services. The profile in the source emphasizes the firm's investment-banking classification rather than traditional registered investment adviser activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3WILLIAM THOMPSON
Chief Administrative OfficerCRD 2316101
SUZANNE SHANK-WERDLOW
President and CEOCRD 1860931
DIANNE CALABRISOTTO
Chief Operating Officer & Chief Compliance OfficerCRD 1273900
Contacts
3 of 130JENNIFER MCHUGH
OperationsCRD 2446809
GABRIELE SORBARA
Managing DirectorCRD 4841739
ANDREW GURLEY
Managing DirectorCRD 1419238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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