Peloton Securities LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
304178
Registered since
April 1, 2020

Firm profile

FINTRX

Overview

Peloton Securities LLC is a limited liability company that registered with the SEC in 2020 and is owned by an individual. The firm is listed as "Unclassified" in the snapshot data and is not identified as a capital allocator. The record also marks the firm as not being an active ESG investor, not a multi-state adviser, and not a newly formed adviser. Public disclosures for the firm are sparse: the snapshot does not include descriptions of advisory services, target client segments, fee schedules, or specific business activities. Because the firm has provided limited public information, the available profile is based solely on the registry metadata captured in the FINTRX snapshot.

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

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Daniel Wyand

    Daniel Wyand

    PartnerCRD 5628436

  • John Girald

    John Girald

    PartnerCRD 4283840

  • Harper Marshall

    Harper Marshall

    PartnerCRD 7026634

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
117 Bow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth