Capella Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Smithtown, New York
CRD number
174167
Registered since
November 4, 2015

Firm profile

FINTRX

Overview

Capella Securities LLC is organized as a limited liability company. Publicly listed attributes are sparse: the firm is classified as "Unclassified," is owned by a combination of a domestic entity and an individual, and it does not identify as a capital allocator or an active ESG investor. The firm is also not described as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm did not supply material detail about its business activities, advisory services, fee schedule, or client segments. The filing likewise contains no descriptions of investment approach, target client types, or manager allocation preferences.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Smithtown, NY

Suffolk

Location

Smithtown, NY

Headquartered in Smithtown, NY, 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
Suffolk
Address
732 Smithtown Byp
Time zone
ET (UTC-5)
Office locations

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