Egret Securities LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 337349
- Registered since
- February 12, 2026
Firm profile
FINTRXOverview
Egret Securities LLC is organized as a limited liability company and is listed in registries as an unclassified advisory entity. Ownership is recorded as a combination of a domestic entity and an individual. Publicly available records for the firm do not disclose specific advisory activities, client types, fee schedules, or business lines. Registries also flag that the firm does not operate as a capital allocator, does not describe itself as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1
Seth Michaels
CEO and FounderCRD 2590452
Contacts
3 of 5
Ilina Stamova
PartnerCRD 5500851

David Miller
Managing DirectorCRD 2825488

Dmitriy Kovalev
Managing DirectorCRD 4104585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 9607 Whippoorwill Trl
- Time zone
- ET (UTC-5)
- Office locations
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