Eagle Point Securities LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 324528
- Registered since
- December 21, 2023
- Website
- www.eaglepointsecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 20
Alexander Hecker
PrincipalCRD 6140462

Seif Refaat
Vice PresidentCRD 4931880

Alan Shaw
Senior Vice PresidentCRD 1280799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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