Integral Wealth Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
36143
Registered since
November 8, 1994

Firm profile

FINTRX

Overview

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

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 9
  • Terrence Cunningham

    Terrence Cunningham

    Managing DirectorCRD 1053612

  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

  • James Mcswiggan

    James Mcswiggan

    Registered RepresentativeCRD 6235044

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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
200 Vesey St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth