Access Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
22455
Registered since
July 25, 1988

Firm profile

FINTRX

Overview

Access Securities, LLC is organized as a limited liability company that operates as a placement agent. The firm's ownership is listed as a combination of a domestic entity and an individual. Public-facing information about other business lines, fee schedules, advisory activities, or client segments was not provided. The firm is not identified as an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Joshua Fremed

    Joshua Fremed

    Chief Operating OfficerCRD 4985772

  • Charmaine Tang

    CEOCRD 2759985

Contacts

3 of 8
  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

  • John Twyman

    John Twyman

    Advisory BoardCRD 1727100

  • Wendy Reiners

    Head of Business DevelopmentCRD 2062378

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, 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
Fairfield
Address
140 Elm St
Time zone
ET (UTC-5)
Office locations

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