Dunn Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Stuart, Florida
CRD number
305349
Registered since
September 18, 2020

Firm profile

FINTRX

Overview

Dunn Securities, LLC is organized as a limited liability company and lists owner types as a domestic entity and an individual. The firm's public snapshot is sparse: it is classified as "Unclassified" and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Fields for business activities, advisory activities, fee structure and client base are not disclosed in the available profile.

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

Stuart, FL

Martin

Location

Stuart, FL

Headquartered in Stuart, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Martin
Address
309 Se Osceola St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth