DUNN SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
STUART, Florida
CRD number
305349
Registered since
September 18, 2020

Firm profile

FINTRX

Overview

Dunn Securities, LLC is organized as a limited liability company that registered with the SEC in 2020. The firm is reported as being owned by a domestic entity and/or an individual and is classified in the dataset as "Unclassified." The record does not identify the firm's business lines, client types, or fee arrangements. The FINTRX snapshot flags several operational attributes: Dunn Securities is not listed as a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, and is not recorded as a pension consultant or a related adviser. Public-facing details such as assets under management, account counts, public holdings, investment mix and alternative investments are not reported in the available entry.

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
  • DAVID KAUPPI

    Chief Financial OfficerCRD 7180217

Contacts

3 of 6
  • JENNY KELLAMS

    DirectorCRD 4270888

  • DAVID DREYER

    General CounselCRD 7829306

  • BRIAN BARRY

    Trading SpecialistCRD 2713492

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STUART, FL

MARTIN

Location

STUART, FL

Headquartered in STUART, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MARTIN
Address
309 SE Osceola St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth