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 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
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
Brian Peters
Internal Sales AssociateCRD 7799479

John Carey
Internal Sales AssociateCRD 5071451

James Doherty
Principal Operations OfficerCRD 4197747
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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