Hodes Weill Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
131848
Registered since
November 16, 2004

Firm profile

FINTRX

Overview

Hodes Weill Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is SEC-registered (registration shown from 2004) and is identified as having domestic entity and individual ownership. The dataset indicates the firm does not operate as a capital allocator. The record supplied to FINTRX contains limited operational detail. Hodes Weill Securities, LLC is not listed as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm did not provide descriptions of its business lines, advisory activities, client types, or fee structure in the available dataset.

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

Contacts

3 of 17
  • Mackenzie Howe

    AssociateCRD 6743098

  • Daniel Collins

    Daniel Collins

    PrincipalCRD 4841225

  • Jenna Safier

    Jenna Safier

    AssociateCRD 7611799

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth