Current Capital Securities LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The profile shows the entity does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include entries for advisory activities, fee structure, business activities, or client segmentation. That limited disclosure, together with the investment-bank classification, indicates the organization is positioned more toward capital markets or transaction-focused work rather than running a traditional investment advisory practice.

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

    Chelsea Dodson

    Chief Financial OfficerCRD 7057764

Contacts

3 of 6
  • Jonathan Foster

    Jonathan Foster

    Founder & Managing DirectorCRD 1688159

  • Connor Donovan

    Connor Donovan

    Vice PresidentCRD 6352793

  • Justin Levine

    Justin Levine

    Vice PresidentCRD 6944822

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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 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