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 shows an SEC registration date in 2023. Public filings classify the firm as unclassified and list its owner type as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied detail about its advisory or business activities in the source material.

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

    Internal Sales AssociateCRD 7799479

  • JOHN CAREY

    Internal Sales AssociateCRD 5071451

  • JAMES DOHERTY

    Principal Operations OfficerCRD 4197747

Unlock 17 more contacts

Wealth teams

FINTRX

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