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 appears on SEC records with a 2023 registration date. FINTRX classifies the firm as “Unclassified” and identifies the owner type as a mix of a domestic entity and an individual. The snapshot indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The firm has provided very limited publicly available detail about its business activities, advisory offerings, investment focus or client segments. FINTRX’s profile contains minimal descriptive information about manager allocations, investment preferences, or affiliations.

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
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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