SHOREBRIDGE CAPITAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
269991
Registered since
February 4, 2016

Firm profile

FINTRX

Overview

Shorebridge Capital Securities, LLC is organized as a limited liability company and has been SEC-registered since 2016. Ownership is reported as a mix of a domestic entity and an individual. The firm's public profile does not include descriptions of its advisory or business activities. Available records classify the firm as unclassified and note several negative flags about service scope: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not designated as a related adviser.

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

Contacts

3 of 8
  • LIAM GRIFF

    Managing Director, Partner SupportCRD 5398600

  • DOUGLAS BLAGDON

    Founder & Managing PartnerCRD 1789722

  • ROSHNI DREPAUL

    FinOpCRD 6487453

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, 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
UNION
Address
350 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth