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 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
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

John Girald
PartnerCRD 4283840

Harper Marshall
PartnerCRD 7026634
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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