SGI SECURITIES LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
155643
Registered since
June 7, 2011

Firm profile

FINTRX

Overview

SGI Securities LLC is organized as a limited liability company and is SEC-registered since 2011. Ownership is listed as a combination of a domestic entity and an individual; the firm's regulatory classification in the source is marked as unclassified. The profile indicates SGI Securities does not position itself as a capital allocator and does not identify as an active ESG investor. It is also not shown as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided snapshot.

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

3 of 4
  • DONALD POLLARD

    CEO and CCOCRD 2181631

  • ANDREW SCHUPAK

    CEOCRD 2404355

  • Ian Hartley

    CEOCRD 7842402

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
7 Penn Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth