MOMENTUS SECURITIES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
307780
Registered since
November 9, 2020

Firm profile

FINTRX

Overview

Momentus Securities LLC is a limited liability company that registered with the SEC in 2020. The firm is listed as owned by a domestic entity and an individual and is classified in the source data as "Unclassified." The snapshot flags the firm as not serving as a capital allocator and not identifying as an active ESG investor. It also notes the adviser is not multi-state, not newly formed (by the snapshot’s definition), and not a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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 8
  • William Coyle

    Securities OperationsCRD 8064243

  • Sarah Bush

    Associate DirectorCRD 5841363

  • Yi Wei

    Vice PresidentCRD 8068592

Unlock 5 more contacts

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
1350 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth