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 as an investment bank in the FINTRX snapshot. The firm registered with the SEC in 2022. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX characterizes the firm as not operating as a capital allocator and not as an active ESG investor. It is also not listed as a multi-state 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
Adriana Blanco Marquez
Chief Compliance OfficerCRD 7778003
Anne Wolff
Founder & CEOCRD 1983092
Jennifer Sorkin
Chief Operating OfficerCRD 7910949
Contacts
3 of 10
Electra Koupatsari
AnalystCRD 8178106
Amanda Tracey
AssociateCRD 6818312
Julie Rosenberg
Senior ControllerCRD 4960894
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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