Wolfe Research Securities
Firm details
- Headquarters
- New York, New York
- CRD number
- 151850
- Registered since
- May 26, 2010
- Website
- www.wolferesearch.com
Firm profile
FINTRXOverview
Wolfe Research Securities operates as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm is listed in source data as "unclassified" and the available disclosures do not include a description of its core advisory or brokerage activities. Public records provided to FINTRX do not elaborate on client types, fee arrangements, or day-to-day business lines.
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 5
Francis Jordan
CFO/FINOPCRD 5634167
Stephanie Roth
Chief EconomistCRD 7342073
Hannah Tran
Research CoordinatorCRD 8073666
Contacts
3 of 189
Kristin Hart
Managing DirectorCRD 3153298
Edward Wolfe
Managing PartnerCRD 2804319
Sandra Pallante
Managing DirectorCRD 2018926
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
- 757 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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