Shorebridge Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
269991
Registered since
February 4, 2016

Firm profile

FINTRX

Overview

Shorebridge Capital Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2016. Ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified. The firm does not identify itself as a capital allocator and does not report being an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures about the firm’s specific advisory business lines, fee structures, client segments, and investment focus are limited.

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

Contacts

3 of 8
  • Liam Griff

    Liam Griff

    Managing Director, Partner SupportCRD 5398600

  • Douglas Blagdon

    Douglas Blagdon

    Founder & Managing PartnerCRD 1789722

  • Roshni Drepaul

    Roshni Drepaul

    FinOpCRD 6487453

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth