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Dorset Peak Securities LLC

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Firm Information

Dorset Peak Securities LLC is a Limited Liability Company formed in December 2020. The firm is registered with the SEC and in 12 states, including California, Connecticut, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, and Texas.

Dorset Peak Securities LLC

Not reported

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Branch Locations (4)

DORSET PEAK SECURITIES LLC has a total of 4 branch locations across the country.
location

Mamaroneck, NY

location

New York, NY

location

NEW YORK, NY

location

Summit, NJ

Advisors at Dorset Peak Securities LLC

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Meher Sahni

New York, NY

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Shawn Michael Adams

New York, NY

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Justin Brass

New York, NY

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Jourdan Higgins

New York, NY

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Travis Naftzger

New York, NY

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Vincent Frank Mutolo

Summit, NJ

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Sue Lee

New York, NY

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David Vincent Morgan

New York, NY

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Disclosures

There are no public disclosures for Dorset Peak Securities LLC.

Frequently Asked Questions (6)

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