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 listed as SEC-registered in 2020. The ownership is reported as individual-held and the entity is classified as unclassified in the available record. The profile indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It also does not report roles such as pension consultant or related adviser. Public disclosures provided to FINTRX are sparse: fields for client base, fee structure, business activities and advisory scope are not populated, and the firm has not supplied information about its activities or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Daniel Wyand

    Daniel Wyand

    PartnerCRD 5628436

  • Edward Kodman

    FinOpCRD 8163156

  • John Girald

    John Girald

    PartnerCRD 4283840

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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