Eagle Point Securities LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 324528
- Registered since
- December 21, 2023
- Website
- www.eaglepointsecurities.com
Firm profile
FINTRXOverview
Eagle Point Securities LLC is organized as a limited liability company and is recorded as SEC-registered in 2023. FINTRX lists the firm’s owner type as a combination of a domestic entity and an individual and classifies the adviser as "Unclassified." The firm is not identified as a capital allocator, and it is not flagged as an active ESG investor. FINTRX indicates Eagle Point Securities LLC does not operate as a multistate adviser and is not designated a newly formed adviser.
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
Contacts
3 of 20
Brian Peters
Internal Sales AssociateCRD 7799479
John Carey
Internal Sales AssociateCRD 5071451
James Doherty
Principal Operations OfficerCRD 4197747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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