Our History

1958 Denis P. Kelleher emigrates from Ireland to the U.S.
1958 Denis begins his career in the financial services industry at Merrill Lynch as a runner in the mailroom.


Denis Kelleher joins Ruane Cunniff & Co and ascends to President.  He co-founds the Sequoia Fund and serves as Treasurer.
1976 Denis founds Discount Brokerage Corporation of America and Tweedy Browne Clearing and serves as CEO; the company offers 75% discounted rates until it is acquired by Fleet Norstar Bank in 1980.


Denis founds Wall Street Clearing Company, which specializes in wholesale execution and clearing of securities transactions. The company partners with Kansas City Southern Industries.
1990 Wall Street Clearing Co. is acquired by Alex Brown and Sons, now Deutsche Bank.
1990 Wall Street Investor Services launches to develop mutual fund marketing programs for banks and provide discount brokerage, retirement planning and professional money management services.
1993  The company wins the exclusive endorsement of American Bankers Association to distribute investment products through ABA member banks.
1996  The company’s new name is announced – Wall Street Access – which reflects our dedication to providing superior execution and asset management services to high net worth individuals and institutions.
1996  Tom Burnett introduces the Merger Insight research product, which helps clients navigate the complexity of announced mergers and acquisitions that are greater than $500 MM.
1996 Wall Street Access featured in Barron's first survey of "The Best Online Brokers" in 1996 and is included in each subsequent survey until the business was acquired by E*Trade in 2004
2000  Launch Advanced Strategies I, LP, a fund of hedge funds.
2001 DST Systems Inc. acquires equity stake in Wall Street Access.
2004 VK Associates and Advanced Strategies I, LP merge to form Advanced Strategies II, LP.
2006  Rich Lee establishes the fixed income trading group, which specializes in high-grade corporate bonds. 
2010  Linda Sutkin and Mike Nicolais join the Asset Management Team  
2012  Global Sales and Trading team, led by Dana Pascucci, joins from Rodman & Renshaw, adding market making capabilities to Wall Street Access for the first time in the firm's history.  

Asset Management

We provide comprehensive investment management, financial planning and fund management solutions to an array of clients including private investors, institutions, pension plans, government funds, trusts, estates, foundations and endowments.

Partner With Us

Our platform and culture enable Wall Street Access to operate a number of financial services businesses. We have built a reputation as a preferred partner for leading professionals, new ventures, and mature businesses seeking a new phase of growth.

Institutional Research

The seasoned Merger Arbitrage team provides deep insights into the financial, legal and regulatory aspects of announced merger and acquisition deals in the U.S. and Canada that are greater than $500MM.

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