Two Sigma Securities, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
129
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 and is registered with the SEC (registration year 2009). The FINTRX snapshot classifies the entity as "Unclassified." The record indicates the firm does not function as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. FINTRX does not provide details on the firm's fee schedule, client types, or advisory/business activities in the available summary.

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 127
  • 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 124 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