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 and is owned by an individual. FINTRX classifies the firm as “unclassified.” The firm's profile indicates it is not a capital allocator, does not position itself as an active ESG investor, and does not operate as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. No public detail was provided about advisory processes, target client types, fee structure, or specific 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
Elizabeth Brown
Chief Operating OfficerCRD 1850514
Michael Cornell
Chief Compliance OfficerCRD 2740653
Contacts
3 of 7
Daniel Beaton
FinOpCRD 4240769
Ryan Posner
Managing Member and FounderCRD 1731934
John Raftery
Vice PresidentCRD 1041279
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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