Dunn Securities, LLC

Broker-DealerFINRA MemberEst. 2020
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 registered with the SEC in 2020. Public filings and the FINTRX snapshot provide only a sparse profile: the firm’s ownership is listed as a mix of a domestic entity and an individual, and it carries an "unclassified" designation in the data set. The record indicates the firm is not acting as a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not flagged as a pension consultant or related adviser. Information on business lines, advisory services, fee structure, and client segments was not supplied.

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
  • David Kauppi

    David Kauppi

    Chief Financial OfficerCRD 7180217

Contacts

3 of 6
  • Brian Barry

    Brian Barry

    Trading SpecialistCRD 2713492

  • Jenny Kellams

    Jenny Kellams

    DirectorCRD 4270888

  • Michael Bottomly

    Michael Bottomly

    AssociateCRD 5543082

Unlock 3 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth