FIND A WISDOM CAPITAL MANAGEMENT GROUP LTD. FINANCIAL ADVISOR NEAR ME
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CRD#: 329529
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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
Where the Statistical Data for WISDOM CAPITAL MANAGEMENT GROUP LTD. Comes From
Understanding the Statistics for WISDOM CAPITAL MANAGEMENT GROUP LTD. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
14 Wall Street 27th Floor., New York, NY 10005
Phone Number
+1 (210) 399-3475
Conflict of interest - Other Business Activities
Registered representative of a broker-dealer
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| WISDOM CAPITAL MANAGEMENT GROUP LTD. | EXECUTIVE OFFICERS | 12/2023 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WISDOM CAPITAL MANAGEMENT GROUP LTD.
MS
Matthew Johnston Schinazi
PR
CRD#: 7032575
Location:
New York, NY 10036
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
7 years
AR
Aura Tamar Reinhard
PR
CRD#: 5197830
Location:
New York, NY 10281
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
16 years
TL
Thomas Casey Loper
IAR
RR
CRD#: 5199516
Location:
Tulsa, OK 74105
Company:
CORNERSTONE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
19 years
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