Shorebridge Capital Securities, LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 269991
- Registered since
- February 4, 2016
- Website
- shorebridge.com
Firm profile
FINTRXOverview
Shorebridge Capital Securities, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2016). FINTRX classifies the firm as "unclassified" and identifies its ownership as a domestic entity and individual ownership. Publicly available fields tied to the firm's profile are sparse: key items such as fee structure, client base, and described advisory or business activities were not provided in the source data. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multistate adviser. Those flags, combined with the lack of disclosed business lines, indicate the firm’s public filing or FINTRX profile contains minimal operational detail.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Douglas Blagdon
Founder & Managing PartnerCRD 1789722

Janice Parise
FinOpCRD 2338583

Stephen Cassani
Founder and Managing DirectorCRD 2695372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, NJ, 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
- Union
- Address
- 350 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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