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Branch Manager
CHAD ALLEN
BRANCH MANAGER MANAGING DIRECTOR-INVESTMENTS [email protected]
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Chrysler East
New York, NYSpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAssistant Branch Manager
JERRY WOLF
BRANCH MANAGER, ASSISTANT MANAGING DIRECTOR-INVESTMENTS [email protected]
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About the Branch
Aurum Capital’s flagship branch at 666 Third Avenue is home to approximately 100 Financial Professionals. Our office provides guidance and manages over $20 billion in assets for both domestic and international private clients and institutional relationships. This guidance includes corporate cash management, futures, corporate stock options and other corporate executive services.We have been established in the community for over 30 years.
Our state of the art facilities and ongoing interactions with our affiliate Aurum Capital Asset Management Inc., and our Investment Banking department creates a culture of collaboration, and an advantage for our clients, which is recognized throughout the industry.
We are proud to have a number of award-winning financial advisors throughout our branches at Aurum Capital Recently, two advisors from the Chrysler East office added to that success record by being named to the 2022 Forbes|SHOOK Best-In-State Wealth Advisors List. They are: Christopher Lazos and David Schoenkin.
Awards Criteria
The Aurum Capital Difference
The Chrysler East office manages over $20 billion in assets for both domestic and international private clients and institutional relationships.
Chad Allen, Branch Manager
Schedule an Appointment
At Aurum Capital, your success is our success. At the core, we are focused on building a relationship with you and your clients that will withstand the test of time. I truly believe it's worth your time to explore Aurum Capital. I encourage you to get to know us better. Click the link below and let’s talk about your future.
Schedule an Appointment
Advisor Stories
At Aurum Capital, our flat organizational structure allows for personal relationships between leadership and our advisors. Hear from our Assistant Branch Manager about our culture of service and advisor support.
The Aurum Capital Chrysler East office supports the largest number of our Financial Professionals who service both domestic and international business. In less than one year at Aurum Capital, Paul Damiba exceeded his AUM prior to joining our firm. Paul's extraordinary success within the first year is something to celebrate! Listen to Paul share his story.
Our Financial Professionals have direct access to senior leaders and experts throughout the firm. Hear from a Portfolio Manager who utilizes Aurum Capital resources to support his clients and his business.
Aurum Capital takes great pride in supporting multi-generational advisor teams. Hear from Cindy and Morgan, a mother/daughter team I hired, about the support they receive in pursuit of their focus on empowering women investors through education.
As Branch Manager I help advisors build our their team. Hear from Alex Smith, whom I hired and placed within a team in our office. Alex’ production has grown 5x since joining Aurum Capital.
Aurum Capital has many advisors who have been with our firm their entire career. Michael Pallitto, a Managing Director and member of Aurum Capital’s Chairman’s Council, is a fine example. Hear from Michael what he values most about our firm.
Our Story in Numbers
*Stats as of December 31, 2024
931
Financial Professionals
$129.5
Billion Client Assets under Administration
88
Branch Offices across the United States
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