Highwood Securities LLC
Firm details
- Headquarters
- Oyster Bay, New York
- CRD number
- 309938
- Registered since
- April 29, 2021
Firm profile
FINTRXOverview
Highwood Securities LLC is organized as a limited liability company and is SEC-registered as of 2021. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than assigning it to a common adviser bucket. Available metadata indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser to another registered manager. No descriptive material about specific advisory services, client segments, investment strategies, or business activities was provided in the source data.
Assets & Accounts
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 1James Taormina
President, CFOCRD 730139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oyster Bay, NY
Nassau
Location
Oyster Bay, NY
Headquartered in Oyster Bay, 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
- Nassau
- Address
- 62 Oak Hill Dr
- Time zone
- ET (UTC-5)
- Office locations
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