Wisdomtree Securities, Inc.

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
317624
Registered since
November 3, 2022

Firm profile

FINTRX

Overview

Wisdomtree Securities, Inc. is organized as a corporation and is registered with the SEC (registration noted in 2022). Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the source data and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser. The snapshot contains limited operational detail: no information is provided about fee schedules, client segments, specific advisory activities, or business lines in the dataset supplied.

Assets & Accounts

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

2 of 2
  • Robert Lilien

    Robert Lilien

    President and COOCRD 1337819

  • Derek Ibsch

    Chief Compliance OfficerCRD 2895585

Contacts

3 of 11
  • Jaime Gonzalez

    Jaime Gonzalez

    Associate DirectorCRD 8214903

  • Francis Ryder

    Francis Ryder

    PresidentCRD 2829492

  • William Peck

    William Peck

    Head of Digital AssetsCRD 5942955

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
250 W 34th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth