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 SEC-registered (registration year 2020). The firm is listed as owned by an individual and is classified in the dataset as "unclassified." Several firm attributes in the snapshot are negative: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not marked as a pension consultant or related adviser. Public disclosures in the FINTRX record are sparse. The firm has not provided details about its business lines, advisory activities, client segments, or fee arrangements in the source data, so there is no publicly reported description of how it positions itself in wealth management, brokerage, or advisory markets.

Assets & Accounts

Location & Offices

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

    Daniel Wyand

    PartnerCRD 5628436

  • John Girald

    John Girald

    PartnerCRD 4283840

  • Harper Marshall

    Harper Marshall

    PartnerCRD 7026634

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth