Egret Securities LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 337349
- Registered since
- February 12, 2026
Firm profile
FINTRXOverview
Egret Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser in 2026. The firm's ownership is listed as a combination of a domestic entity and an individual, and its regulatory classification is unclassified. The source data flags the firm as not operating as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm did not provide descriptions of its business activities, advisory services, client base, or fee structure in the available data.
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 5Edward Pures
Managing DirectorCRD 4194348
Seth Michaels
Senior Managing DirectorCRD 2590452
Dmitriy Kovalev
Managing DirectorCRD 4104585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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