Philosmith Securities LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 281177
- Registered since
- December 21, 2016
- Website
- philosmith.com
Firm profile
FINTRXOverview
Philosmith Securities LLC is organized as a limited liability company and shows SEC registration in 2016. The dataset provides minimal descriptive detail about its business model or advisory services; its internal classification is listed as "Unclassified." Ownership is identified as a combination of a domestic entity and an individual. The firm is not flagged as a capital allocator, is not active on ESG investing, and is not marked as a multi-state or newly formed adviser. There are no entries for pension consulting, related-adviser relationships, fee structure, client segments, or specific advisory activities in the available record.
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
Owners & executives
1 of 1Edward Cohen
CFO and FINOPCRD 1029283
Contacts
3 of 5
David Salmon
Managing Director & PartnerCRD 5156177

Andrew Yazmer
Vice PresidentCRD 6680225

Michele Ogrady
Managing Director & PartnerCRD 3191120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 6 Landmark Sq
- Time zone
- ET (UTC-5)
- Office locations
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