Egret Securities LLC

Broker-DealerFINRA Member
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 in registries as an unclassified advisory entity. Ownership is recorded as a combination of a domestic entity and an individual. Publicly available records for the firm do not disclose specific advisory activities, client types, fee schedules, or business lines. Registries also flag that the firm does not operate as a capital allocator, does not describe itself as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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

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

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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

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