Access Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
22455
Registered since
July 25, 1988

Firm profile

FINTRX

Overview

Access Securities, LLC is organized as a limited liability company and has been SEC-registered since 1988. The firm's ownership is listed as a combination of a domestic entity and an individual. In the snapshot data the firm is classified as "Unclassified" rather than under a standard adviser category. The firm does not report being a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied includes no detail on the firm's advisory activities, fee schedule, client segments, or manager allocation preferences, so there is no available profile of how the firm sources or structures investments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Joshua Fremed

    Joshua Fremed

    Chief Operating OfficerCRD 4985772

Contacts

3 of 7
  • John Twyman

    John Twyman

    Advisory BoardCRD 1727100

  • Richard Ryffel

    Richard Ryffel

    CRD 2057678

  • Shari Crawford

    RepresentativeCRD 2387030

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
140 Elm St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth