Wharton Midmarket Securities Inc.
Firm details
- Headquarters
- Woodbridge, Connecticut
- CRD number
- 167531
- Registered since
- November 26, 2013
- Website
- whartonmidmarketadvisors.com
Firm profile
FINTRXOverview
Wharton Midmarket Securities Inc. is organized as a corporation and is listed as individually owned. Public records classify the firm as "unclassified" and provide only limited operational detail. The firm is not identified as a capital allocator or an active ESG investor, and it is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available data. Core business lines, client segments, fee arrangements, and advisory activities are not reported in the source material. That absence of detail makes it difficult to characterize the firm's market positioning, service model, or target clientele from the publicly supplied snapshot.
Assets & Accounts
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
Contacts
2 of 2
Paul Harrigan
Managing DirectorCRD 6039178

Douglas Harrigan
Managing DirectorCRD 1991560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbridge, CT
New Haven
Location
Woodbridge, CT
Headquartered in Woodbridge, CT, 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 Haven
- Address
- 27 Brook Rd
- Time zone
- ET (UTC-5)
- Office locations
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