Highwood Securities LLC
Firm details
- Headquarters
- Oyster Bay, New York
- CRD number
- 309938
- Registered since
- April 29, 2021
Firm profile
FINTRXOverview
Highwood Securities LLC is organized as a limited liability company and appears on SEC records with an initial registration year of 2021. The firm is listed as owned by a combination of a domestic entity and an individual and is classified as “unclassified” in the provided snapshot. The profile contains very limited operational detail: fields for advisory activities, business activities, client base, and fee structure are not populated in the source data. The snapshot flags several negative indicators rather than active service lines: Highwood Securities is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. Publicly available information in the FINTRX profile does not describe the firm’s investment approach, client segments, or service offerings.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1James Taormina
President, CFOCRD 730139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oyster Bay, NY
Nassau
Location
Oyster Bay, NY
Headquartered in Oyster Bay, 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
- Nassau
- Address
- 62 Oak Hill Dr
- Time zone
- ET (UTC-5)
- Office locations
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