Integral Wealth Securities LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
36143
Registered since
November 8, 1994

Firm profile

FINTRX

Overview

Integral Wealth Securities LLC is an SEC-registered limited liability company first registered in 1994. The firm's ownership is recorded as involving both a domestic entity and an individual. Public records do not place the firm into a standard classification bucket; it is listed as unclassified. The profile does not identify the firm as a capital allocator, a pension consultant, a related adviser, or a multi-state adviser. The record also indicates the firm is not an active ESG investor. Very little information is available about the firm's advisory activities, fee structure, or client segments in the source material. No industry awards, affiliations, or activity descriptions were provided.

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

Contacts

3 of 9
  • John Gibson

    Registered RepresentativeCRD 7661898

  • Paul Klemke

    Paul Klemke

    Managing DirectorCRD 7660534

  • Terrence Cunningham

    Terrence Cunningham

    Managing DirectorCRD 1053612

Unlock 6 more contacts

Wealth teams

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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
200 Vesey St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth