Revere Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 14178
- Registered since
- November 15, 1983
- Website
- www.reveresecurities.com
Firm profile
FINTRXOverview
Revere Securities LLC is organized as a limited liability company and is classified in the data as an investment bank. The firm has been SEC-registered since 1983. Owner type is listed as a domestic entity and individual ownership. The snapshot flags several items that help define the firm's operating posture: it is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not described as a pension consultant, and is not marked as a related adviser. There are no provided details about advisory activities, fee schedules, client types, or broader business activities.
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
3 of 4William Moreno
Co-Founder & CEOCRD 2801621

Scott Fullman
Chief Compliance OfficerCRD 1516584

Oseas Zuluaga
Chief Financial OfficerCRD 4186791
Contacts
3 of 35
Breck Archer
Investment BankingCRD 6810576
Dajun Xu
Investment Banking AssociateCRD 7841966

Renjie Chen
Investment Banking AssociateCRD 7840370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 560 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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