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 organized as a corporation and is recorded as having been registered with the SEC in 1980. The firm’s ownership is described as a combination of a domestic entity and an individual. The dataset classifies the firm as “unclassified,” and the profile contains few specifics about its advisory offerings, client segments, or investment programs. The snapshot indicates KW Securities Corporation does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not described as a pension consultant or as having a related adviser relationship.

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

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

    Gerald Gibbons

    Compliance PrincipalCRD 2447903

  • Paul Thomas

    Paul Thomas

    Brokerage Opertions ManagerCRD 4156782

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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