EP Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
150774
Registered since
March 16, 2010

Firm profile

FINTRX

Overview

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

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 7
  • Darvin Klarin

    Darvin Klarin

    CCOCRD 1039190

  • Douglas Donohue

    Douglas Donohue

    Founder and Managing DirectorCRD 1969102

  • Edward Soh

    Edward Soh

    Managing DirectorCRD 2557224

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth