Saybrus Equity Services, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
172
Avg account
$0

Firm details

Headquarters
Hartford, Connecticut
CRD number
153319
Registered since
August 16, 2010

Firm profile

FINTRX

Overview

Saybrus Equity Services, LLC is registered as a limited liability company and shows an SEC registration date of 2010. FINTRX classifies ownership as a domestic entity/individual and lists the firm's regulatory classification as unclassified. The snapshot flags the firm as not acting as a capital allocator and not engaging in active ESG investing. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset supplied to FINTRX does not include typical public-facing business details such as client types, fee schedules, or a description of advisory activities. That absence limits what can be confirmed about the firm’s target clients or how it delivers investment advice.

Assets & Accounts

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
  • Moira Lowe

    Principal, Chief Administrative OfficerCRD 4076427

  • Katherine Siino

    AVP and Chief Compliance OfficerCRD 1666402

  • Gideon Moore

    Gideon Moore

    Chief Legal OfficerCRD 7011735

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Contacts

3 of 168
  • Jennalynn Torgerson

    Jennalynn Torgerson

    Registered RepresentativeCRD 6645285

  • Troy Updyke

    Troy Updyke

    Wealth Management ConsultantCRD 3063400

  • Brian Urban

    Brian Urban

    Wealth Management ConsultantCRD 2875591

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hartford, CT

Hartford

Location

Hartford, CT

Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
1 American Row
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth