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CRD#: 330096
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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
Where the Statistical Data for HEG SECURITIES, LLC Comes From
Understanding the Statistics for HEG SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
660 Steamboat Road 4th Floor, Greenwich, CT 06830
Mailing Address
660 Steamboat Road 4th Floor, Greenwich, CT 06830
Firm Size
Small
Phone Number
(203) 971-0730
Established
Delaware since 11/29/2023
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at HEG SECURITIES, LLC
IS
Ilina Sevdalinova Stamova
RR
CRD#: 5500851
Location:
Pensacola, FL 32502
Company:
BENJAMIN SECURITIES, INC.
Disclosures:
Experience:
17 years
DP
Daniel Perpalaj
RR
CRD#: 6636137
Location:
Greenwich, CT 06830
Company:
HEG SECURITIES, LLC
Disclosures:
Experience:
3 years
JB
James Michael Bond
RR
CRD#: 4714631
Location:
Greenwich, CT 06830
Company:
HEG SECURITIES, LLC
Disclosures:
Experience:
22 years
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