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 has been SEC-registered since 2004. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. Ownership is listed as a mix of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not identified as a multistate adviser, and FINTRX does not list it as a pension consultant or a related adviser. The dataset does not include descriptive detail on the firm’s business lines, advisory services, fee schedules, or client verticals.

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

    Daniel Collins

    PrincipalCRD 4841225

  • Jenna Safier

    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