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 listed as SEC-registered in 2020. The ownership is reported as individual-held and the entity is classified as unclassified in the available record. The profile indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It also does not report roles such as pension consultant or related adviser. Public disclosures provided to FINTRX are sparse: fields for client base, fee structure, business activities and advisory scope are not populated, and the firm has not supplied information about its activities or affiliations.
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
Edward Kodman
FinOpCRD 8163156

John Girald
PartnerCRD 4283840
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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