KW Securities Corporation

Broker-DealerFINRA MemberEst. 1980
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Smithtown, New York
CRD number
8237
Registered since
May 14, 1980

Firm profile

FINTRX

Overview

KW Securities Corporation is a corporate-structured advisory entity that has been registered with the SEC since 1980. Public records classify its ownership as a combination of a domestic entity and an individual owner. The firm is listed as “unclassified” in the available dataset, and its filings indicate it does not act as a capital allocator or as a multi-state adviser. It is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Available source material provides limited detail on the firm’s client mix, fee schedules, or specific advisory offerings, so its market positioning and target client segments are not detailed in the disclosures reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Christopher Driscoll

    Christopher Driscoll

    CEOCRD 4716573

  • Alvaro Pereyra

    Alvaro Pereyra

    CEOCRD 5578565

Contacts

3 of 5
  • Paul Stache

    Paul Stache

    Head of Outsourcing Provider PartnershipsCRD 1170097

  • Gerald Gibbons

    Supervisory PrincipalCRD 2447903

  • Paul Thomas

    Paul Thomas

    Brokerage Opertions ManagerCRD 4156782

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Wealth teams

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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

Smithtown, NY

Suffolk

Location

Smithtown, NY

Headquartered in Smithtown, 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
Suffolk
Address
732 Smithtown Byp
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth