USQ Securities LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299008
Registered since
July 2, 2019

Firm profile

FINTRX

Overview

USQ Securities LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2019. Ownership is listed as individual rather than an institutional or corporate owner, and the firm is categorized as "Unclassified" in the available snapshot data. The firm's profile indicates several negative flags: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. FINTRX does not provide detail on the firm’s client segments, fee schedules, specific business activities, or advisory offerings.

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

Owners & executives

1 of 1
  • Michael Siegel

    Michael Siegel

    Chief Executive Officer & Chief Investment OfficerCRD 5706696

Contacts

3 of 13
  • Anthony Collins

    Anthony Collins

    Managing DirectorCRD 6580684

  • Jared O'connell

    Managing DirectorCRD 4586512

  • Thomas Hopkins

    FinOpCRD 1835087

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
403 E 90th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth