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CRD#: 290948
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PRIME DECISION CONSULTING LLC is located at 11 John Street, Warwick, NY 10990-1413 and was first established at Woodbridge, New York in 11/16/2016. After operating for 9 years, PRIME DECISION CONSULTING LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PRIME DECISION CONSULTING LLC’s clients are individuals and 0% of their clients are high net worth individuals. PRIME DECISION CONSULTING LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PRIME DECISION CONSULTING LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PRIME DECISION CONSULTING LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PRIME DECISION CONSULTING LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PRIME DECISION CONSULTING LLC Comes From

Understanding the Statistics for PRIME DECISION CONSULTING LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
11 John Street, Warwick, NY 10990-1413
Mailing Address
11 John Street, Warwick, NY 10990-1413
Firm Size
Small
Phone Number
(646) 334-7896
Established
New York since 11/16/2016
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TREVELYAN HOLDINGS INC.OWNER
MEGENITY, BRIAN MCDONALDCCO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER2889637
SMITH, GRAHAM TREVELYANCEO5733422

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Advisor's working at PRIME DECISION CONSULTING LLC

BM

Brian Mcdonald Megenity

IAR
RR
CRD#: 2889637
Location:
Milton, GA
Company:
BLUE MONARCH FINANCIAL INC.
Disclosures:
Experience:
28 years
View Profile
GS

Graham Trevelyan Smith

RR
CRD#: 5733422
Location:
New York, NY
Company:
PRIME DECISION CONSULTING LLC
Disclosures:
Experience:
16 years
View Profile
WS

Walid Ali Shinnawi

RR
CRD#: 4026176
Location:
New York, NY
Company:
PRIME DECISION CONSULTING LLC
Disclosures:
Experience:
19 years
View Profile
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