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FIRM PROFILE
Overview
WISDOMTREE SECURITIES, INC. is located at 250 West 34th Street 3rd Floor, New York, NY 10119 and was first established at New York, Delaware in 10/14/2021. After operating for 4 years, WISDOMTREE SECURITIES, INC. 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 WISDOMTREE SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. WISDOMTREE SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WISDOMTREE SECURITIES, INC. 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 WISDOMTREE SECURITIES, INC.‘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 WISDOMTREE SECURITIES, INC.. 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.
Where the Statistical Data for WISDOMTREE SECURITIES, INC. Comes From
Understanding the Statistics for WISDOMTREE SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
250 West 34th Street 3rd Floor, New York, NY 10119
250 West 34th Street 3rd Floor, New York, NY 10119
Small
(212) 801-2080
Delaware since 10/14/2021
Corporation
December
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Advisor's working at WISDOMTREE SECURITIES, INC.
Maredith Ann Hannon
William Bradley Peck
Michael Phillips
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