HODES WEILL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
131848
Registered since
November 16, 2004

Firm profile

FINTRX

Overview

Hodes Weill Securities, LLC is organized as a limited liability company and is registered with the SEC (registration year 2004). The firm is classified as an investment bank rather than a traditional discretionary asset manager or capital allocator. Ownership is listed as a domestic entity and individual. Reported firm attributes indicate it does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Publicly available fields for client types, fee schedules, and detailed business or advisory activities were not provided in the dataset. The investment-bank classification implies the firm's activities are likely transactional and advisory in nature rather than centered on managing retail or high-net-worth advisory accounts, but specific services and revenue models are not reported here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 17
  • Mackenzie Howe

    AssociateCRD 6743098

  • DANIEL COLLINS

    PrincipalCRD 4841225

  • Jenna Safier

    AssociateCRD 7611799

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
825 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth