NEW Wall Street was founded in 2012 by Chris Battle and Bernie Van Eperen. They left their previous employer with the desire to start a firm that has the freedom to meet their client’s advanced investment needs. They downsized their book of business and kept only a few select relationships so that they could focus on giving their clients the type of attention and service they deserved. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. NEW Wall Street is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
View Top Employees from NEW Wall Street| Website | http://www.new-wallstreet.com |
| Revenue | $872000 |
| Employees | 5 (5 on RocketReach) |
| Founded | 2012 |
| Address | 2050 Riverside Dr. Ste. 303, Green Bay, Wisconsin 54301, US |
| Phone | (920) 569-8383 |
| Fax | (888) 959-0071 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | 9th Street Wellness Center, CHURCH OF CHRIST OF GREEN BAY WISCONSIN, Diocese of Green Bay, ITConnexx, Inc |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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NEW Wall Street Questions
The NEW Wall Street annual revenue was $872000 in 2023.
William Davis is the Managing Director of NEW Wall Street.
5 people are employed at NEW Wall Street.
NEW Wall Street is based in Green Bay, Wisconsin.
The NAICS codes for NEW Wall Street are [5239, 52393, 52, 523].
The SIC codes for NEW Wall Street are [628, 62].
Top NEW Wall Street Employees
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