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 registered as a limited liability company and appears in FINTRX with an SEC registration year of 2023. Ownership is listed as a combination of a domestic entity and an individual. The profile is labeled “unclassified” in FINTRX; the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not categorized as a multi-state adviser. FINTRX does not provide descriptive detail about the firm’s advisory activities, client segments, or fee model.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 21
  • Alexander Hecker

    Alexander Hecker

    PrincipalCRD 6140462

  • Seif Refaat

    Seif Refaat

    Vice PresidentCRD 4931880

  • Alan Shaw

    Alan Shaw

    Senior Vice PresidentCRD 1280799

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth