Independence Point Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 318171
- Registered since
- May 16, 2022
- Website
- www.independencepoint.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Anne Wolff
Founder & CEOCRD 1983092

Adriana Blanco Marquez
Chief Compliance OfficerCRD 7778003

Jennifer Sorkin
Chief Operating OfficerCRD 7910949
Contacts
3 of 10
Geoffrey Wilson
Managing Director, Strategic AdvisoryCRD 3233381

Justin Snyder
Managing DirectorCRD 4982321

Amanda Tracey
AssociateCRD 6818312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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