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 organized as a limited liability company and is identified in public records as having both a domestic-entity and individual ownership structure. The firm is classified as unclassified in the available dataset. Key operational attributes reported include that it does not act as a capital allocator and it is not identified as an active ESG investor. Additional administrative flags indicate it is not designated as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not supply narrative details on its business activities, advisory services, client segments, or fee structure.
Assets & Accounts
Investments & Alternatives
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
Similar firms
MFR Securities, Inc.
Broker-DealerNaples, FL
Finantia USA Inc.
Broker-DealerMiami, FL
GTS Securities LLC
Broker-DealerMiami, FL
First Liberties Financial
Broker-DealerTampa, FL
Bradesco Investments Inc.
Broker-DealerCoral Gables, FL
Oakwood Capital Securities, Inc.
Broker-DealerFort Myers, FL