Peloton Securities LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 304178
- Registered since
- April 1, 2020
- Website
- www.pelotonadvisory.com
Firm profile
FINTRXOverview
Peloton Securities LLC is organized as a limited liability company and is SEC-registered (registration year 2020). The firm is listed as owned by an individual and is classified in the dataset as "unclassified." Several firm attributes in the snapshot are negative: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not marked as a pension consultant or related adviser. Public disclosures in the FINTRX record are sparse. The firm has not provided details about its business lines, advisory activities, client segments, or fee arrangements in the source data, so there is no publicly reported description of how it positions itself in wealth management, brokerage, or advisory markets.
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
Contacts
3 of 5
Daniel Wyand
PartnerCRD 5628436

John Girald
PartnerCRD 4283840

Harper Marshall
PartnerCRD 7026634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 117 Bow St
- Time zone
- ET (UTC-5)
- Office locations
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