SGP Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
328824
Registered since
September 17, 2024

Firm profile

FINTRX

Overview

SGP Securities, LLC is organized as a limited liability company and is identified in public records as a domestic entity with individual ownership. The firm is classified as unclassified in the available dataset and has provided minimal public detail about its services, client types, or advisory activities. The record indicates the firm is not a multi-state adviser, not an active ESG investor, and is not designated as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Jay Goffman

    Jay Goffman

    Co-Founder and Co-CEOCRD 1663938

  • Steven Smith

    Steven Smith

    Co-Founder and Co-CEOCRD 2434740

Contacts

2 of 2
  • Enrique Alvarez

    Enrique Alvarez

    FinOpCRD 4622342

  • Carson Smith

    Registered RepresentativeCRD 7278726

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
31 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth