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 is registered with the SEC as of 2021. Ownership is identified as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the available records. Public filings and the snapshot data provide few operational details. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or a related adviser to another registered firm. Several standard fields (client base, fee structure, stated business or advisory activities) are blank in the available source material, which limits the ability to describe its client focus or service model.

Assets & Accounts

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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