HIGHWOOD SECURITIES LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
OYSTER BAY, New York
CRD number
309938
Registered since
April 29, 2021

Firm profile

FINTRX

Overview

Highwood Securities LLC is organized as a limited liability company and is SEC-registered since 2021. The firm identifies its ownership as a domestic entity/individual and is categorized in the source data as "unclassified." Reported firm attributes indicate it does not act as a capital allocator, does not flag itself as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not provided details about its advisory services, fee structure, client base, or broader business activities in the available 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

1 of 1
  • JAMES TAORMINA

    President, CFOCRD 730139

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth