WISE US ASSETS INC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329919
Registered since
April 2, 2025

Firm profile

FINTRX

Overview

Wise US Assets Inc is organized as a corporation and is listed as having become SEC-registered in 2025. Ownership is recorded as a combination of a domestic entity and an individual. Publicly listed attributes show the firm is not classified under a specific advisory category and is not designated as a capital allocator, multi-state adviser, pension consultant, or related adviser. The firm is not identified as an active ESG investor. The source record provides no operational detail about advisory services, client segments, or investment strategies. There is no material on business activities, affiliations, or any product focus in the available data.

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
  • Christopher Sealey

    Chief Compliance OfficerCRD 6573071

  • Adriana Blanco Marquez

    Chief Compliance OfficerCRD 7778003

Contacts

3 of 13
  • Allison Montgomery

    Registered RepresentativeCRD 7970421

  • Alan Garcia

    SpecialistCRD 7817368

  • Shinnell Moriah

    CCOCRD 6182124

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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
30 W 26th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth