Independence Point Securities LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318171
Registered since
May 16, 2022

Firm profile

FINTRX

Overview

Independence Point Securities LLC is a limited liability company that registered with the SEC in 2022 and is classified in FINTRX as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates it is not a multi‑state adviser, not a pension consultant, and not a related adviser. The snapshot contains limited detail on business lines or advisory activities, so the public profile focuses on the structural and regulatory attributes above rather than on client-service or investment strategy descriptions.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Adriana Blanco Marquez

    Adriana Blanco Marquez

    Chief Compliance OfficerCRD 7778003

  • Anne Wolff

    Anne Wolff

    Founder & CEOCRD 1983092

  • Jennifer Sorkin

    Jennifer Sorkin

    Chief Operating OfficerCRD 7910949

Contacts

3 of 10
  • Electra Koupatsari

    Electra Koupatsari

    AnalystCRD 8178106

  • Amanda Tracey

    Amanda Tracey

    AssociateCRD 6818312

  • Julie Rosenberg

    Julie Rosenberg

    Senior ControllerCRD 4960894

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
39 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth