HODES WEILL SECURITIES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 131848
- Registered since
- November 16, 2004
- Website
- www.hodesweill.com
Firm profile
FINTRXOverview
Hodes Weill Securities, LLC is organized as a limited liability company and is registered with the SEC (registration year 2004). The firm is classified as an investment bank rather than a traditional discretionary asset manager or capital allocator. Ownership is listed as a domestic entity and individual. Reported firm attributes indicate it does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Publicly available fields for client types, fee schedules, and detailed business or advisory activities were not provided in the dataset. The investment-bank classification implies the firm's activities are likely transactional and advisory in nature rather than centered on managing retail or high-net-worth advisory accounts, but specific services and revenue models are not reported here.
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
Contacts
3 of 17Mackenzie Howe
AssociateCRD 6743098
DANIEL COLLINS
PrincipalCRD 4841225
Jenna Safier
AssociateCRD 7611799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 825 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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