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 an LLC that registered with the SEC in 2016. Publicly available records classify the firm as unclassified and indicate it is owned by a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state advisor or a pension consultant. Several common profile fields — including client base, fee schedule, core business activities, and advisory offerings — have not been disclosed.
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
Michele Ogrady
Managing Director & PartnerCRD 3191120
Francis Hagerty
Managing Director & PartnerCRD 5796567
David Salmon
Managing Director & PartnerCRD 5156177
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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