Percent Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314782
- Registered since
- August 11, 2023
- Website
- percent.com
Firm profile
FINTRXOverview
Percent Securities, LLC is organized as a limited liability company and is owned by a domestic entity and/or an individual. FINTRX classifies the firm as unclassified and provides minimal descriptive detail about its advisory or business activities. The database indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not identified as a multistate or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
2 of 2Richard Egan
Chief Compliance OfficerCRD 6571150
Lucas Keefer
Chief Compliance OfficerCRD 7364135
Contacts
3 of 17
Susan Hayes
FinOpCRD 2856326

John Antolik
Strategic AdvisorCRD 4290393

James Isbell
Investment AdvisorCRD 2995426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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