Cion Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
31
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15487
Registered since
August 24, 1984

Firm profile

FINTRX

Overview

Cion Securities, LLC is organized as a limited liability company with ownership reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator. The dataset flags the firm as not an active ESG investor and not a pension consultant. It is also listed as not being a multi-state adviser and not a newly formed adviser. Specifics about client segments, fee schedules, advisory or business activities were not provided in the source data.

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
  • Douglas Crossman

    Douglas Crossman

    CEOCRD 2749478

Contacts

3 of 30
  • Sean Falzon

    Sean Falzon

    Vice President, External WholesalerCRD 6657101

  • Ryan Dougherty

    Ryan Dougherty

    Assistant Vice PresidentCRD 6587373

  • Keith Franz

    Keith Franz

    Managing DirectorCRD 5864502

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
100 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth