Eagle Point Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
324528
Registered since
December 21, 2023

Firm profile

FINTRX

Overview

Eagle Point Securities LLC is organized as a limited liability company and is registered with the SEC as of 2023. Ownership is listed as a combination of a domestic entity and an individual. The firm’s internal classification is recorded as unclassified. Available attributes indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not flagged as a pension consultant or related adviser. It is also listed as not operating across multiple states and not marked as a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 21
  • Brian Peters

    Brian Peters

    Internal Sales AssociateCRD 7799479

  • John Carey

    John Carey

    Internal Sales AssociateCRD 5071451

  • James Doherty

    James Doherty

    Principal Operations OfficerCRD 4197747

Unlock 18 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
600 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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