Philosmith Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
281177
Registered since
December 21, 2016

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Cohen

    CFO and FINOPCRD 1029283

Contacts

3 of 5
  • David Salmon

    David Salmon

    Managing Director & PartnerCRD 5156177

  • Andrew Yazmer

    Andrew Yazmer

    Vice PresidentCRD 6680225

  • Michele Ogrady

    Michele Ogrady

    Managing Director & PartnerCRD 3191120

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth