KW Securities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Smithtown, New York
CRD number
8237
Registered since
May 14, 1980

Firm profile

FINTRX

Overview

KW Securities Corporation is organized as a corporation with ownership described as a domestic entity and an individual. Public records categorize the firm as unclassified and provide limited detail about its business model or advisory services. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available snapshot.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

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

FINTRX

Location

Primary office

Smithtown, NY

Suffolk

Location

Smithtown, NY

Headquartered in Smithtown, 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
Suffolk
Address
732 Smithtown Byp
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth