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CRD#: 129356
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FTP SECURITIES LLC is located at 100 California Street 7th Floor, San Francisco, CA 94111 and was first established at San Francisco, Delaware in 06/05/2003. After operating for 22 years, FTP SECURITIES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FTP SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. FTP SECURITIES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FTP SECURITIES LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FTP SECURITIES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FTP SECURITIES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FTP SECURITIES LLC Comes From

Understanding the Statistics for FTP SECURITIES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
100 California Street 7th Floor, San Francisco, CA 94111
Mailing Address
100 California Street 7th Floor, San Francisco, CA 94111
Firm Size
Small
Phone Number
(415) 512-8700
Established
Delaware since 06/05/2003
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FINANCIAL TECHNOLOGY PARTNERS LPSOLE MEMBER
ALLEN, DAN LOWELL JR.GENERAL COUNSEL & CCO7025803
KOIKE, SAORIFINOP5605898
MCLAUGHLIN, STEVEN JOSEPHMANAGING PARTNER AND CEO2649480

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at FTP SECURITIES LLC

AB

Alan Frank Bollinger JR

Aj Bollinger, Alan Frank Bollinger
RR
CRD#: 7578386
Location:
New York, NY 10016
Company:
FTP SECURITIES LLC
Disclosures:
Experience:
2 years
View Profile
TW

Timothy Daniel Wolfe

Timothy Daniel Wolfe Mr.
RR
CRD#: 4242666
Location:
San Francisco, CA 94111
Company:
FTP SECURITIES LLC
Disclosures:
Experience:
25 years
View Profile
BS

Brendan Jay Sheldon

Brendan J Sheldon
RR
CRD#: 2884728
Location:
New York, NY 10016
Company:
FTP SECURITIES LLC
Disclosures:
Experience:
18 years
View Profile
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