Two Sigma Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
127
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
148960
Registered since
June 25, 2009

Firm profile

FINTRX

Overview

Two Sigma Securities, LLC is organized as a limited liability company with domestic entity and individual ownership elements. Its public footprint is primarily through disclosed long equity positions rather than through a traditional advisory client roster; the firm is not described as a capital allocator, pension consultant, or multi-state adviser in the available data. The firm does not identify as an active ESG investor. Two Sigma Securities’ activity appears oriented toward marketable securities trading and holdings rather than retail wealth management or conventional advisory services, as reflected by its public equity portfolio and account reporting.

Assets & Accounts

Public Holdings

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

2 of 2
  • Carl Vallese

    Chief Compliance OfficerCRD 4464191

  • Ashish Thakkar

    CTOCRD 5456449

Contacts

3 of 125
  • John Overdeck

    John Overdeck

    Financial Advisor and Registered RepresentativeCRD 2280794

  • David Siegel

    David Siegel

    Co-Founder & Co-ChairmanCRD 2197031

  • Romeo Bermudez

    Compliance OfficerCRD 2180982

Unlock 122 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 480

Active vs passive

$478M in ETFs

Passive

89%

$424M

Active

8%

$54.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$19.3M28,0624.03%

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
100 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth