IRC Securities LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
150022
Registered since
July 1, 2009

Firm profile

FINTRX

Overview

IRC Securities LLC is set up as a limited liability company and has been SEC-registered since 2009. The firm is owned by a domestic entity/individual and is categorized as unclassified in the available records. The dataset indicates IRC Securities does not act as a capital allocator, is not an active ESG investor, does not identify as a multi-state adviser, and is not listed as a pension consultant or related adviser. Publicly available FINTRX fields for client types, fee schedule, and specific advisory or business activities are blank, so there is limited detail on the firm’s target clientele, fee model, or day-to-day advisory services in the dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Michael Longthorne

    Michael Longthorne

    Co-ceoCRD 1402542

  • Mark Albus

    Mark Albus

    Managing Partner, CCO and COOCRD 3000870

  • Nancy Cooper

    Nancy Cooper

    Chief Financial OfficerCRD 4029120

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Contacts

3 of 28
  • Stephen Davis

    FounderCRD 2320530

  • Roderick Bourgeois

    BrokerCRD 4276232

  • Spencer Perlman

    Spencer Perlman

    CRD 6426924

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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
420 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth