Toss Securities US LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
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 is owned by a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source dataset. Reported metadata indicate the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. Several typical firm descriptors — including client base, fee structure, business activities, and advisory activities — were not populated in the dataset provided, so there is no public detail in that source about the services Toss Securities US LLC markets or the client segments it targets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Roberto Donovan

    Roberto Donovan

    Chief Compliance OfficerCRD 2389987

  • Richard Hagen

    Richard Hagen

    Chief Executive OfficerCRD 2185011

Contacts

3 of 12
  • Anthony Link

    Anthony Link

    Vice President - Head of TradingCRD 1967641

  • Danielle Simon

    Danielle Simon

    Registered Relationship ManagerCRD 2081473

  • Michael Mills

    Michael Mills

    DirectorCRD 2413417

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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