Revere Securities LLC

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
14178
Registered since
November 15, 1983

Firm profile

FINTRX

Overview

Revere Securities LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm has been SEC-registered since 1983 and is listed as owned by domestic entities/individuals. The dataset does not identify Revere as a capital allocator, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 4
  • Scott Fullman

    Scott Fullman

    Chief Compliance OfficerCRD 1516584

  • William Moreno

    Co-Founder & CEOCRD 2801621

  • Gregory Bodkin

    Gregory Bodkin

    Chief Compliance OfficerCRD 3008389

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Contacts

3 of 34
  • Michael Zhou

    Michael Zhou

    Managing Director Institutional Sales and TradingCRD 6308537

  • John Egan

    John Egan

    Registered RepresentativeCRD 818750

  • Kyle Kadish

    Kyle Kadish

    Director, Private MarketsCRD 4864706

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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

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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
560 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth