Independence Point Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 318171
- Registered since
- May 16, 2022
- Website
- www.independencepoint.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Adriana Blanco Marquez
Chief Compliance OfficerCRD 7778003

Anne Wolff
Founder & CEOCRD 1983092

Jennifer Sorkin
Chief Operating OfficerCRD 7910949
Contacts
3 of 10
Electra Koupatsari
AnalystCRD 8178106

Amanda Tracey
AssociateCRD 6818312

Julie Rosenberg
Senior ControllerCRD 4960894
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
- 39 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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