Offit Capital Advisors LLC

Offit Capital Advisors LLC, a DE Limited Liability Company, is a well-established firm that provides financial advisory services with 38 of its 46 employees serving in advisory roles. While the number of clients served is unknown, the firm's SEC status is listed as Approved, with a registration date of August 1, 2007, indicating a solid track record of adhering to regulatory requirements.

• DANIEL WOLF OFFIT

  CO-CEO AND MANAGING MEMBER owns more than 25% but less than 50%

• MORRIS WOLF OFFIT

  CHAIRMAN AND MANAGING MEMBER owns less than 5%

• NANCY S. OFFIT

  TRUSTEE owns more than 10% but less than 25%

• NED STEVEN OFFIT

  CO-CEO AND MANAGING MEMBER owns more than 25% but less than 50%

• THE OFFIT FAMILY TRUST

  MEMBER owns more than 10% but less than 25%

• TODD EUGENE PETZEL

  CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%

• VINCENT MICHAEL RELLA

  CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%

• CHARLES SCHWAB & CO., INC.
  United States
• FIDELITY INVESTMENTS
  United States
• FIDELITY INVESTMENTS
  United States
• PNC
  United States
• WELLS FARGO NA
  United States

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