Pruco Securities, LLC
Firm details
- Headquarters
- Newark, New Jersey
- CRD number
- 5685
- Registered since
- June 28, 1996
- Website
- www.prudential.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Pruco Securities, LLC operates as an insurance broker-dealer that also acts as a capital allocator and selector of other advisers. Its public profile emphasizes broker-dealer and insurance distribution activities rather than traditional discretionary wealth management. The firm’s advisory role is focused on selecting external managers rather than running an internally concentrated portfolio-management boutique. The dataset lists the firm as not an active ESG investor and identifies multiple industry affiliations including roles as a broker-dealer, insurance company, and sponsor or manager of pooled vehicles.
Assets & Accounts
Public Holdings
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
3 of 3Shane Mcgrath
Chief Compliance OfficerCRD 4458909
Robert Smit
Vice President, CFOCRD 2332366
Anthony Michael Fontano
Chief Operating OfficerCRD 6852155
Contacts
3 of 151
Brian Swenson
Associate ManagerCRD 5450588
Christopher Hagan
Vice President, OperationsCRD 2754182
Tiffany Overland
DirectorCRD 2891816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$25.3B in ETFs
54%
$13.6B
38%
$11.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.2B | 8,269,900 | 24.49% |
Location
Newark, NJ
Essex
Location
Newark, NJ
Headquartered in Newark, NJ, 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
- Essex
- Address
- 751 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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