EGRET SECURITIES LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
JUPITER, Florida
CRD number
337349
Registered since
February 12, 2026

Firm profile

FINTRX

Overview

Egret Securities LLC is organized as a limited liability company and is listed as having SEC registration in 2026. Ownership is reported as including both a domestic entity and an individual. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator. The firm provides minimal public detail about its business model. The available record does not list its client segments, fee schedule, specific advisory activities, or broader business lines. Egret Securities is not marked as an active ESG investor, is not designated a multi-state adviser, and does not report pension consulting or related-adviser status.

Assets & Accounts

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 5
  • EDWARD PURES

    Managing DirectorCRD 4194348

  • Seth Michaels

    Senior Managing DirectorCRD 2590452

  • Dmitriy Kovalev

    Managing DirectorCRD 4104585

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

JUPITER, FL

PALM BEACH

Location

JUPITER, FL

Headquartered in JUPITER, 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
PALM BEACH
Address
9607 Whippoorwill Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth