Eagle Point Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
324528
Registered since
December 21, 2023

Firm profile

FINTRX

Overview

Eagle Point Securities LLC is organized as a limited liability company and is identified as a domestic entity with individual ownership. In the available snapshot the firm is listed as "Unclassified" and is not documented as a capital allocator or an active ESG investor. The firm is marked as not operating as a multi-state adviser and is not described as newly formed; pension consulting and related-adviser designations are also not indicated. The provider-supplied profile does not include details on client segments, fee schedules, specific business lines, or the nature of advisory activities, so there is limited visibility into the firm’s target clients or service model.

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

Contacts

3 of 20
  • Alexander Hecker

    Alexander Hecker

    PrincipalCRD 6140462

  • Seif Refaat

    Seif Refaat

    Vice PresidentCRD 4931880

  • Alan Shaw

    Alan Shaw

    Senior Vice PresidentCRD 1280799

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, 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
600 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth