Georgeson Securities Corporation

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Edison, New Jersey
CRD number
46749
Registered since
June 4, 1999

Firm profile

FINTRX

Overview

Georgeson Securities Corporation is listed as a corporate entity that has been SEC-registered since 1999. FINTRX classifies the firm as "Unclassified" and records the owner type as a domestic entity and individual. The profile on FINTRX contains very limited detail about the firm's advisory activities, client segments, or fee model. The platform explicitly indicates that Georgeson Securities Corporation is not a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Those flags, combined with the sparse activity fields, suggest the firm does not present itself on FINTRX as an active discretionary wealth manager or as a manager allocating to third-party strategies.

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

2 of 2
  • Christopher Hayden

    Christopher Hayden

    Chief Operating OfficerCRD 3220189

  • Iakovos Tsounakis

    Chief Compliance OfficerCRD 3259778

Contacts

3 of 18
  • Andrew Schwartz

    Andrew Schwartz

    FinOpCRD 4360624

  • Adam Schweitzer

    Adam Schweitzer

    Vice PresidentCRD 4334742

  • Delores Hill

    Licensed TraderCRD 2365118

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edison, NJ

Middlesex

Location

Edison, NJ

Headquartered in Edison, NJ, 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
Middlesex
Address
118 Fernwood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth