CAPELLA SECURITIES LLC
Firm details
- Headquarters
- SMITHTOWN, New York
- CRD number
- 174167
- Registered since
- November 4, 2015
- Website
- www.capella.vc
Firm profile
FINTRXOverview
Capella Securities LLC is organized as a limited liability company and has been SEC-registered since 2015. FINTRX classifies the firm as unclassified and records it as not serving as a capital allocator. The snapshot in FINTRX also flags that the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX provides no further detail about the firm’s advisory activities, client types, fee structure, or typical investment mandates, so the public profile is limited to registration and high-level classification flags.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3DAVID DICENSO
Chief Compliance OfficerCRD 1538474
CHRISTOPHER DRISCOLL
CEOCRD 4716573
ALVARO PEREYRA
CEOCRD 5578565
Contacts
1 of 1SARAH RUSSELL
FinOpCRD 6727189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SMITHTOWN, NY
SUFFOLK
Location
SMITHTOWN, NY
Headquartered in SMITHTOWN, 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
- 732 Smithtown Byp
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GSR SECURITIES LLC
Broker-DealerSMITHTOWN, NY
KW SECURITIES CORPORATION
Broker-DealerSMITHTOWN, NY
PRE-IPO STREET INC.
Broker-DealerSMITHTOWN, NY
GLADOWSKY CAPITAL MANAGEMENT CORP
Broker-DealerSMITHTOWN, NY
XP INVESTMENTS US, LLC
Broker-DealerNew York, NY
MUFG SECURITIES AMERICAS INC.
Broker-DealerNew York, NY