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 and registered with the SEC in 2020. Public filings and the FINTRX snapshot provide only a sparse profile: the firm’s ownership is listed as a mix of a domestic entity and an individual, and it carries an "unclassified" designation in the data set. The record indicates the firm is not acting as a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not flagged as a pension consultant or related adviser. Information on business lines, advisory services, fee structure, and client segments was not supplied.
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
1 of 1
David Kauppi
Chief Financial OfficerCRD 7180217
Contacts
3 of 6Brian Barry
Trading SpecialistCRD 2713492

Jenny Kellams
DirectorCRD 4270888

Michael Bottomly
AssociateCRD 5543082
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
Similar firms
Intercoastal Capital Markets, Inc.
Broker-DealerBoca Raton, FL
Financorp Group International Corporation
Broker-DealerMiami, FL
Lafise Securities LLC
Broker-DealerMiami, FL
Ocean Financial Services, LLC
Broker-DealerMiami, FL
Integrity Investments, Inc.
Broker-DealerVenice, FL
MFR Securities, Inc.
Broker-DealerNaples, FL