Wyser-Pratte & Co, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Mount Kisco, New York
CRD number
28056
Registered since
February 22, 1991

Firm profile

FINTRX

Overview

Wyser-Pratte & Co, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered advisory entity with registration dating to 1991. The database classifies ownership as a mix of a domestic entity and an individual, but provides little detail about the firm’s client focus, fee model, or specific advisory activities. FINTRX flags the firm as not acting as a capital allocator and indicates it does not identify as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The public profile in FINTRX is sparse: there are no narrative descriptions of investment strategy, sector focus, or manager allocation preferences. That lack of stated investment posture means outside analysts must rely on other sources or direct outreach to learn how the firm constructs portfolios or segments its client base.

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

Contacts

3 of 4
  • Scott Principi

    Scott Principi

    Head TraderCRD 4958133

  • Atanas Salabaschew

    DirectorCRD 7288023

  • James Wyser-Pratte

    Investment Research AnalystCRD 6722098

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Kisco, NY

Westchester

Location

Mount Kisco, NY

Headquartered in Mount Kisco, 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
Westchester
Address
100 S Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth