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 source data as an investment bank. The firm first registered with the SEC in 2010 and is identified as being owned by a domestic entity and an individual. Available records do not list advisory or fee arrangements, and the firm is not flagged as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public filings in the dataset provide limited detail on the firm’s business lines or client segments beyond its investment-bank classification.
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
Edward Soh
Managing DirectorCRD 2557224

Douglas Donohue
Founder and Managing DirectorCRD 1969102

Jeffrey Heller
Vice President and TreasurerCRD 3139370
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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