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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5DANIEL 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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