Eagle Point Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
21
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 appears on SEC records as of 2023. The firm's ownership is split between a domestic entity and an individual. Regulatory classification in the source data is listed as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multistate adviser, pension consultant, or related adviser. The submission did not include descriptions of the firm's advisory activities, business lines, or client types.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 21
  • Alexander Hecker

    Alexander Hecker

    PrincipalCRD 6140462

  • Seif Refaat

    Seif Refaat

    Vice PresidentCRD 4931880

  • Alan Shaw

    Alan Shaw

    Senior Vice PresidentCRD 1280799

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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