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 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

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
  • Douglas Blagdon

    Douglas Blagdon

    Founder & Managing PartnerCRD 1789722

  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Stephen Cassani

    Stephen Cassani

    Founder and Managing DirectorCRD 2695372

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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