Hewlett Point Securities, LLC
Firm details
- Headquarters
- Holiday, Florida
- CRD number
- 304127
- Registered since
- October 28, 2021
- Website
- hewlettpointsecurities.com
Firm profile
FINTRXOverview
Hewlett Point Securities, LLC is a limited liability company that registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual, and FINTRX classifies the firm as "Unclassified." The profile does not show the firm operating as a capital allocator or providing pension-consulting services. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser or a related adviser. Other business, advisory and fee-structure details were not provided in the available record.
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
2 of 2Alan Roggen
Co-Founder and CEOCRD 5287016
Robert Raynor
Chief Operating Officer and Chief Compliance OfficerCRD 6839708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Holiday, FL
Pasco
Location
Holiday, FL
Headquartered in Holiday, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 3932 Baden Dr
- Time zone
- ET (UTC-5)
- Office locations
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