Wallstreet*E Financial Services

Description

• WallStreet*E Financial Services is a unique broker dealer and Registered Investment Advisor, singularly positioned to service the brokerage, advisory, custodial, banking and insurance needs of investment professionals and their clients.Through the continuous evolution of its trading technology, rated Site of the Week by Barrons and The WallStreet Journal, and among The Best of the Web by Forbes and Smart Money, WallStreet*E technologically enables investment professionals, financial institutions and their clients with customizable technology, backoffice and operational support, custody, execution services, investment, risk and compliance management tools.Most significantly, WallStreet*E, uniquely supports the success of investment professionals and financial institutions by providing the right investment tools and solutions from cash management, retirement planning, wealth management to scalable technology platforms to support their operational and backoffice needs.All accounts held by our clearing firm Ridge Clearing & Outsourcing are protected through the Securities Investor Protection Corporation (SIPC) and customers are afforded the benefits under the Securities Investor Protection Act of 1970. SIPC provides protection up to a $500,000 limit, of which $100,000 may be for cash balances.In addition our clearing firm has arranged supplemental account protection through Customer Asset Protection Company (CAPCO), a licensed Vermont insurer which provides Excess SIPC protection of Full Net Equity of Securities and Cash, with no limitation on aggregate firm or per customer coverage. The additional securities and cash protection is of the same type and nature as provided by SIPC, but at a higher limit.WallStreet*E Financial Services does not engage in proprietary trading or derivatives activity which would subject your independent practice to added risk.
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  Headquarters:3111 Ponce De Leon Boulevard , Coral Gables, Florida, United States

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  Phone Number: +1 800-843-3340

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  Website: https://www.wseinstitutional.com

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  Employees:20

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  Revenue:$1 - 10M

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  Legal Name:Wallstreet*E Financial Services

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• |  NAICS Code: 621310  |

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