Integral Wealth Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 36143
- Registered since
- November 8, 1994
- Website
- integralwealth.com
Firm profile
FINTRXOverview
Integral Wealth Securities LLC is organized as a limited liability company with ownership that includes a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, nor as a multi-state adviser, pension consultant, or related adviser; it is also not flagged as newly formed. Limited descriptive detail is available about the firm's advisory mandate, fee schedule, or client segments. Those fields are blank in the source data, which limits the ability to characterize its service model or target market beyond the basic organizational attributes above.
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
Contacts
3 of 9
Terrence Cunningham
Managing DirectorCRD 1053612

Robert Peters
FinOpCRD 1704577

James Mcswiggan
Registered RepresentativeCRD 6235044
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
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
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