SGP Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 328824
- Registered since
- September 17, 2024
Firm profile
FINTRXOverview
SGP Securities, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2024. The firm's ownership is listed as a combination of a domestic entity and an individual. The record classifies the firm as "unclassified" and provides minimal detail about its business lines; specific advisory activities, client segments, and fee arrangements are not included in the available entry. The profile also indicates the firm is not registered as a multi-state adviser.
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 2
Jay Goffman
Co-Founder and Co-CEOCRD 1663938

Steven Smith
Co-Founder and Co-CEOCRD 2434740
Contacts
2 of 2Richard Mattera
FinOpCRD 2246513
Carson Smith
Registered RepresentativeCRD 7278726
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
- 31 Hudson Yards
- Time zone
- ET (UTC-5)
- Office locations
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