Mountainside Securities LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 297949
- Registered since
- November 13, 2018
Firm profile
FINTRXOverview
Mountainside Securities LLC is a limited liability company that registered with the SEC in 2018. The firm is individually owned and is classified in FINTRX data as "Unclassified," with limited disclosure about its business lines and advisory services. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The firm’s operating footprint and specific client segments are not described in the available source data, and no details were provided on its fee structure, advisory activities, or core business activities.
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
Kathryn Lawlor
Chief Compliance OfficerCRD 4715219
Michael Cornell
Chief Compliance OfficerCRD 2740653
Elizabeth Brown
Chief Operating OfficerCRD 1850514
Contacts
3 of 7John Raftery
Vice PresidentCRD 1041279
Andrew Fialko
Managing DirectorCRD 2261200
Ryan Posner
Managing Member and FounderCRD 1731934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, NJ, 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
- Union
- Address
- 450 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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