CURRENT CAPITAL SECURITIES LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
288891
Registered since
December 20, 2017

Firm profile

FINTRX

Overview

Current Capital Securities LLC is a privately held limited liability company registered with the SEC in 2017 and classified as an investment bank. The firm appears structured for broker-dealer or capital markets activities rather than traditional registered investment adviser portfolio management: it is explicitly not a capital allocator and does not report advisory specializations such as pension consulting or related-adviser arrangements. Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify itself as an active ESG investor and is not designated as a multi-state adviser. Public-facing descriptions of client types, fee arrangements, or specific business lines were not provided in the source material.

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
  • Chelsea Dodson

    Chief Financial OfficerCRD 7057764

Contacts

3 of 6
  • JUSTIN LEVINE

    Vice PresidentCRD 6944822

  • CONNOR DONOVAN

    Vice PresidentCRD 6352793

  • JONATHAN FOSTER

    Founder & Managing DirectorCRD 1688159

Unlock 3 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
950 Third Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth