Wisdomtree Securities, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 317624
- Registered since
- November 3, 2022
- Website
- www.wisdomtree.com
Firm profile
FINTRXOverview
Wisdomtree Securities, Inc. is organized as a corporation and, per the snapshot, ownership reflects both a domestic entity and an individual. Publicly available summary information classifies the company as "unclassified" and offers only limited detail about its advisory or business activities. The profile indicates the company does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, is not newly formed per the dataset, and is not flagged as a pension consultant or as a related adviser. The firm reports two office locations, but the dataset contains no further breakdown of client types, fee arrangements, investment activity, or affiliations.
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
2 of 2
Robert Lilien
President and COOCRD 1337819
Derek Ibsch
Chief Compliance OfficerCRD 2895585
Contacts
3 of 12
Maredith Hannon
DirectorCRD 5944239

David Meell
Registered RepresentativeCRD 1244916

David Brant
FinOpCRD 2718478
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
- 250 W 34th St
- Time zone
- ET (UTC-5)
- Office locations
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