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 organized as a limited liability company and has been SEC-registered since 2008. The firm is owned by an individual and is classified in the dataset as "unclassified." The snapshot identifies several negative flags: it is not a capital allocator, does not self-identify as an active ESG investor, is not a multistate adviser, and is not listed as a pension consultant or related adviser. The dataset does not provide descriptions of the firm's client base, fee structure, business activities, or advisory offerings.

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
  • MARK TASHKOVICH

    Chief Executive OfficerCRD 3076388

  • NICOLE NEWHOOK

    Chief Adminstrative Officer & Chief Operating OfficerCRD 2926958

Contacts

3 of 3
  • NOELLE-CLAIRE LECANN

    PresidentCRD 1826421

  • JOHAN DAHLEN

    Founding PartnerCRD 4249575

  • FRANK SHEPARD

    Director of Private EquityCRD 864242

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