PELOTON SECURITIES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
304178
Registered since
April 1, 2020

Firm profile

FINTRX

Overview

Peloton Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2020. Ownership is held by an individual, and the firm is listed under an unclassified adviser category in the snapshot data. The available profile does not describe discrete business lines, advisory specialties, or client segments. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser to another advisory entity. Public-facing details about its investment approach, fee schedule, or specific advisory activities are not provided in the source record.

Assets & Accounts

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

Contacts

3 of 5
  • DANIEL WYAND

    PartnerCRD 5628436

  • Edward Kodman

    FinOpCRD 8163156

  • JOHN GIRALD

    PartnerCRD 4283840

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth