EP Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 150774
- Registered since
- March 16, 2010
- Website
- excelptrs.com
Firm profile
FINTRXOverview
EP Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a domestic entity with individual ownership. The firm is not characterized as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing detail about the firm’s specific business activities, advisory services, fee model, or client segments was not provided in the source material.
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 7
Darvin Klarin
CCOCRD 1039190

Douglas Donohue
Founder and Managing DirectorCRD 1969102

Edward Soh
Managing DirectorCRD 2557224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 275 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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