Egret Securities LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
6
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 an SEC-registered adviser with a registration year of 2026. The firm is owned by a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and indicates it does not act as a capital allocator or an active ESG investor. It is not identified as a multi-state adviser, pension consultant, or related adviser in the provided records. The source material does not disclose the firm's advisory activities, fee schedule, client types, or investment preferences. Those operational and strategy details are absent from the available profile.

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

Owners & executives

1 of 1
  • Seth Michaels

    Seth Michaels

    CEO and FounderCRD 2590452

Contacts

3 of 5
  • Ilina Stamova

    Ilina Stamova

    PartnerCRD 5500851

  • David Miller

    David Miller

    Managing DirectorCRD 2825488

  • Dmitriy Kovalev

    Dmitriy Kovalev

    Managing DirectorCRD 4104585

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms