Peloton Securities LLC

Broker-DealerFINRA Member
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Daniel Wyand

    Daniel Wyand

    PartnerCRD 5628436

  • John Girald

    John Girald

    PartnerCRD 4283840

  • Harper Marshall

    Harper Marshall

    PartnerCRD 7026634

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth