Eagle Point Securities LLC

Broker-DealerFINRA MemberEst. 2023
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 recorded as an SEC-registered adviser with a registration year of 2023. The firm is identified as owned by a combination of a domestic entity and an individual and is labeled in the data as "unclassified" for its firm type. The profile flags that Eagle Point Securities LLC does not act as a capital allocator and is not categorized as an active ESG investor. The record also indicates the firm is not designated as a multi-state adviser, is not flagged as a pension consultant, and is not listed as a related adviser. Several typical advisory fields (fee structure, client mix, specific advisory activities) are not populated in the available data, so there is limited visibility into the firm's target clientele or service models beyond its organizational and registration attributes.

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
  • Brian Peters

    Brian Peters

    Internal Sales AssociateCRD 7799479

  • John Carey

    John Carey

    Internal Sales AssociateCRD 5071451

  • James Doherty

    James Doherty

    Principal Operations OfficerCRD 4197747

Unlock 17 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth