Independence Point Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318171
Registered since
May 16, 2022

Firm profile

FINTRX

Overview

Independence Point Securities LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures about the firm’s business model, fee arrangements, client types, and specific advisory or brokerage activities are limited in the available dataset. The record flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

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

Owners & executives

3 of 3
  • Anne Wolff

    Anne Wolff

    Founder & CEOCRD 1983092

  • Adriana Blanco Marquez

    Adriana Blanco Marquez

    Chief Compliance OfficerCRD 7778003

  • Jennifer Sorkin

    Jennifer Sorkin

    Chief Operating OfficerCRD 7910949

Contacts

3 of 10
  • Geoffrey Wilson

    Geoffrey Wilson

    Managing Director, Strategic AdvisoryCRD 3233381

  • Justin Snyder

    Justin Snyder

    Managing DirectorCRD 4982321

  • Amanda Tracey

    Amanda Tracey

    AssociateCRD 6818312

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
39 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth