Access Securities, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
9
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 is registered with the SEC since 1988. The firm is classified as a placement agent, meaning its primary role is to act as an intermediary in capital-raising transactions rather than to serve as a discretionary capital allocator or active asset manager. Ownership is recorded as a combination of a domestic entity and an individual. Publicly available disclosures for the firm are sparse. Available fields indicate it does not operate as a capital allocator, is not positioned as an active ESG investor, is not a multi-state investment adviser, and is not identified as a pension consultant or a related adviser. Those attributes suggest the business focus is transactional/intermediary rather than advisory or investment management.

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 8
  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

  • John Twyman

    John Twyman

    Advisory BoardCRD 1727100

  • Wendy Reiners

    Head of Business DevelopmentCRD 2062378

Unlock 5 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth