MOUNTAINSIDE SECURITIES LLC
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 297949
- Registered since
- November 13, 2018
Firm profile
FINTRXOverview
Mountainside Securities LLC is organized as a limited liability company and is recorded in FINTRX as having SEC registration in 2018. The firm is owned by an individual and is listed with an "Unclassified" business classification; FINTRX does not provide detail on its advisory services, client segments, fee schedules, or typical business activities. The data flags indicate Mountainside Securities does not operate as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state adviser, pension consultant, or related adviser.
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 3KATHRYN 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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