Equiteq Securities LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
283799
Registered since
August 9, 2017

Firm profile

FINTRX

Overview

Equiteq Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2017. FINTRX notes the owner type as a mix of domestic entity and individual ownership. The database does not record Equiteq Securities as a capital allocator or a multi-state investment adviser, and it flags the firm as not actively pursuing ESG investing. Entries for advisory activities, business activities, and client types are not provided, so FINTRX does not portray the firm as operating like a traditional registered investment adviser or pension consultant.

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

Owners & executives

1 of 1
  • David Jorgenson

    David Jorgenson

    Chief Executive OfficerCRD 4684856

Contacts

3 of 36
  • John Cooper

    John Cooper

    Managing DirectorCRD 5475653

  • Alexandra Sniezek

    CRD 8309937

  • Jon Higbie

    Jon Higbie

    Investment Banking AssociateCRD 7564950

Unlock 33 more contacts

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
460 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth