HEWLETT POINT SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2021
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 registered with the SEC in 2021. Public filings classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The firm’s public profile does not portray it as a capital allocator or as an active ESG investor. It is not designated as a multi-state adviser, a pension consultant, or a related adviser. The firm has provided only minimal detail about its business lines, client segments, fee structures, or advisory activities in the source data.

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
  • Robert Raynor

    Co-Founder and COOCRD 6839708

  • ALAN ROGGEN

    Co-Founder and CEOCRD 5287016

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