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 owned by an individual. In available records the firm is categorized as "Unclassified" rather than under one of the standard adviser types; it does not identify itself as a capital allocator. The firm reports it is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. It is also listed as not being a related adviser and not newly formed. Public-facing detail about Peloton Securities’ advisory activities, client segments, fee model, or investment approach is minimal in the source data, leaving its market positioning and service mix largely indistinct from the available attributes.
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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