Hewlett Point Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Holiday, Florida
CRD number
304127
Registered since
October 28, 2021

Firm profile

FINTRX

Overview

Hewlett Point Securities, LLC is organized as a limited liability company and is identified in public records as having both a domestic-entity and individual ownership structure. The firm is classified as unclassified in the available dataset. Key operational attributes reported include that it does not act as a capital allocator and it is not identified as an active ESG investor. Additional administrative flags indicate it is not designated as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not supply narrative details on its business activities, advisory services, client segments, or fee structure.

Assets & Accounts

Investments & Alternatives

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
  • Alan Roggen

    Co-Founder and CEOCRD 5287016

  • Robert Raynor

    Chief Operating Officer and Chief Compliance OfficerCRD 6839708

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Holiday, FL

Pasco

Location

Holiday, FL

Headquartered in Holiday, FL, in the South of the United States.

Region
South
County
Pasco
Address
3932 Baden Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth