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 an SEC-registered limited liability company that appears in FINTRX as an unclassified adviser. The firm registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags the firm as neither a multi-state adviser nor a newly formed adviser. The dataset does not include descriptions of the firm's advisory activities, target client segments, or fee arrangements. FINTRX also records that Highwood Securities LLC is not a capital allocator and is not identified as an active ESG investor.
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
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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