Toss Securities US LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333338
Registered since
June 18, 2025

Firm profile

FINTRX

Overview

Toss Securities US LLC is organized as a limited liability company and appears on SEC records with a registration date of 2025. Public-facing details are sparse: the entity is classified as "unclassified" in the source data, and ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not characterize itself as an active ESG investor. Other operational descriptors—client segments, fee model and core advisory activities—are not disclosed in the available profile.

Assets & Accounts

Investments & Alternatives

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
  • Richard Hagen

    Richard Hagen

    Chief Executive OfficerCRD 2185011

  • Roberto Donovan

    Roberto Donovan

    Chief Compliance OfficerCRD 2389987

Contacts

3 of 10
  • Dylan Delury

    Dylan Delury

    Trading SpecialistCRD 7499327

  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • Bryan Buitron

    Bryan Buitron

    Trading SpecialistCRD 7229053

Unlock 7 more contacts

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
1250 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth