Equiteq Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
40
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
283799
Registered since
August 9, 2017

Firm profile

FINTRX

Overview

Equiteq Securities LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, and the profile does not flag ESG investing activity. Several adviser-related attributes in the source are marked negative: it is not listed as a multi-state adviser, not newly formed as an adviser, not a pension consultant, and not recorded as a related adviser. The source does not provide descriptions of the firm’s fee schedule, client segments, or specific advisory activities, so the public profile centers on corporate form and functional classification rather than investment strategy or client-facing services.

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
  • David Jorgenson

    David Jorgenson

    Chief Executive OfficerCRD 4684856

Contacts

3 of 39
  • Evan Ignall

    Evan Ignall

    CCOCRD 2039007

  • Thomas Donahue

    Thomas Donahue

    Managing DirectorCRD 3118471

  • Derek Bell

    Derek Bell

    Managing DirectorCRD 4213308

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
460 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth