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 organized as a limited liability company and has been registered with the SEC since 2020. The firm is owned by an individual and is categorized in FINTRX as "unclassified" rather than under a traditional RIA subclassification. Available records indicate Peloton Securities does not identify as a capital allocator, does not self-describe as an active ESG investor, and is not listed as a multi-state or related adviser. The public snapshot supplied offers only high-level structural details; the firm has not provided descriptions of its client base, fee model, advisory activities, or business lines in the source data.

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

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

FINTRX

Recent filings

FINTRX

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