Peakstone Securities, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
157146
Registered since
March 2, 2012

Firm profile

FINTRX

Overview

Peakstone Securities, LLC is organized as a limited liability company and is classified in the data as an investment bank. The firm has been SEC-registered since 2012 and is owned by an individual. The profile indicates the firm does not function as a capital allocator and does not identify itself as an active ESG investor. Other service classifications in the supplied dataset — such as pension consulting, multi-state adviser status, or related-adviser relationships — are not indicated. Available entries for fee structure, client base, business activities, and advisory activities are blank in the source material, so there is no documented information on whether Peakstone operates discretionary portfolios, provides independent wealth management, or focuses on transaction-based investment banking work.

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

1 of 1
  • Evan Brown

    Evan Brown

    Chief Compliance OfficerCRD 6563464

Contacts

3 of 32
  • Michael Dockendorf

    Michael Dockendorf

    Managing DirectorCRD 834115

  • Peter Melloni

    Peter Melloni

    Managing DirectorCRD 1110598

  • Robert Dekker

    Robert Dekker

    Managing DirectorCRD 1144348

Unlock 29 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
550 W Van Buren St
Time zone
CT (UTC-6)
Office locations

Similar firms