Fieldpoint Private Securities LLC

Fieldpoint Private Securities LLC (CRD# 18975) is a financial advisory firm headquartered in Greenwich, CT. They manage $2,697,248,307 in 2,483 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,697
    MILLION
  • Total Number of Accounts
    2,483
    ACCOUNTS
  • Average Account Value
    $1,086,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, MD, MN, MO, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Fieldpoint Private Securities LLC
Showing 1 - 10 of 35 top financial advisors.
1
Christopher J. Delaura
CRD#: 2899748
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
96
Wealthminder
score

Christopher Delaura (CRD# 2899748) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 16 years of experience in the finance industry. Christopher Delaura has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William R. Kennedy
CRD#: 2706561
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
96
Wealthminder
score

William Kennedy (CRD# 2706561) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 6 years of experience in the finance industry.

3
Andrew G. Randak
CRD#: 4073000
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022
96
Wealthminder
score

Andrew Randak (CRD# 4073000) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 17 years of experience in the finance industry.

4
Elizabeth H. Rockwell
CRD#: 5041734
100 Field Point Road, 2nd Fl, Greenwich, CT 06830
96
Wealthminder
score

Elizabeth Rockwell (CRD# 5041734) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 12 years of experience in the finance industry. Elizabeth Rockwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Catherine A. Zieman
CRD#: 1192922
777 S. Flagler Drive, Suite 800, West Tower, West Palm Beach, FL 33401
96
Wealthminder
score

Catherine Zieman (CRD# 1192922) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in West Palm Beach, FL and has over 16 years of experience in the finance industry. Catherine Zieman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven Cangialosi
CRD#: 5098690
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
93
Wealthminder
score

Steven Cangialosi (CRD# 5098690) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 5 years of experience in the finance industry.

7
Christian F. Gallo
CRD#: 5997309
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022
93
Wealthminder
score

Christian Gallo (CRD# 5997309) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 6 years of experience in the finance industry.

8
Taylor T. Gray
CRD#: 4418997
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022
93
Wealthminder
score

Taylor Gray (CRD# 4418997) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 17 years of experience in the finance industry.

9
Jaclyn A. Green
CRD#: 4443000
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022
93
Wealthminder
score

Jaclyn Green (CRD# 4443000) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 16 years of experience in the finance industry.

10
Andrew W. Heitner
CRD#: 2504762
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
93
Wealthminder
score

Andrew Heitner (CRD# 2504762) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 23 years of experience in the finance industry.

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