Peloton Securities LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 304178
- Registered since
- April 1, 2020
- Website
- www.pelotonadvisory.com
Firm profile
FINTRXOverview
Peloton Securities LLC is organized as a limited liability company and has been registered with the SEC since 2020. The firm is owned by an individual and appears in FINTRX as an unclassified adviser. The record does not list any stated business activities, client types, fee structures or advisory services. Available data indicate Peloton Securities is not identified as a capital allocator, is not active on ESG investing, and is not registered as a multistate adviser. FINTRX also flags that it is not categorized as a newly formed adviser, a pension consultant, or a related adviser to another registered manager.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Daniel Wyand
PartnerCRD 5628436
Edward Kodman
FinOpCRD 8163156

John Girald
PartnerCRD 4283840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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