Alphasource Capital Securities LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
East Quogue, New York
CRD number
145875
Registered since
May 19, 2008

Firm profile

FINTRX

Overview

Alphasource Capital Securities LLC is a privately owned limited liability company that registered with the SEC in 2008. FINTRX classifies the firm as a placement agent rather than a capital allocator or discretionary manager. The data indicate an individual owner structure. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed 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
  • Nicole Newhook

    Nicole Newhook

    Chief Adminstrative Officer & Chief Operating OfficerCRD 2926958

  • Mark Tashkovich

    Mark Tashkovich

    CEO and Managing DirectorCRD 3076388

Contacts

3 of 3
  • Noelle-claire Lecann

    Noelle-claire Lecann

    PresidentCRD 1826421

  • Frank Shepard

    Frank Shepard

    Director of Private EquityCRD 864242

  • Johan Dahlen

    Johan Dahlen

    Founding PartnerCRD 4249575

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

East Quogue, NY

Suffolk

Location

East Quogue, NY

Headquartered in East Quogue, 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
Suffolk
Address
35 Walker Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth