Percent Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
314782
Registered since
August 11, 2023

Firm profile

FINTRX

Overview

Percent Securities, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. Publicly provided metadata classifies the firm as "Unclassified," and the firm has not identified itself as a capital allocator or as an active ESG investor. The firm’s submitted profile contains minimal operational detail: it does not report being a multi-state adviser, a pension consultant, or a related adviser, and it is not identified as newly formed. Information on client makeup, fee approach, specific advisory activities and business lines, or asset levels was not provided in the source dataset. Percent Securities reports maintaining two office locations, though no headquarters address or office details were included in the available data.

Investment profile

FINTRX

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

Owners & executives

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Contacts

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
145 E 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth