DUNN SECURITIES, LLC
Firm details
- Headquarters
- STUART, Florida
- CRD number
- 305349
- Registered since
- September 18, 2020
- Website
- dunncapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DAVID KAUPPI
Chief Financial OfficerCRD 7180217
Contacts
3 of 6JENNY KELLAMS
DirectorCRD 4270888
DAVID DREYER
General CounselCRD 7829306
BRIAN BARRY
Trading SpecialistCRD 2713492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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