HEG Securities, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 330096
- Registered since
- September 23, 2024
- Website
- hegsecurities.com
Firm profile
FINTRXOverview
HEG Securities, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser in 2024. The profile in the dataset is sparse: the firm is listed as unclassified, and ownership is recorded as Domestic Entity | Individual. FINTRX indicates HEG Securities is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm has not provided details about its advisory activities, fee structure, client base, or business model in the source data.
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
Owners & executives
1 of 1Christopher Cercy
Chief Executive OfficerCRD 4459339
Contacts
3 of 3
James Bond
Co-Founder & CCOCRD 4714631
Heather Fitzgerald
FinOpCRD 4427665
Daniel Perpalaj
Vice PresidentCRD 6636137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 660 Steamboat Rd
- Time zone
- ET (UTC-5)
- Office locations
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