Fieldpoint Private Securities LLC

Fieldpoint Private Securities LLC (CRD# 18975) is a financial advisory firm headquartered in Greenwich, CT. They manage $1,917,846,152 in 2,667 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,918
    MILLION
  • Total Number of Accounts
    2,667
    ACCOUNTS
  • Average Account Value
    $719,102
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, CT, FL, IL, MD, MN, MO, NC, NH, NJ, NM, NY, PA, TX, VA

Financial Advisors at Fieldpoint Private Securities LLC
Showing 1 - 10 of 22 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
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 11 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.

3
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.

4
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.

5
Hans L. Kummerfeld
CRD#: 724486
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
93
Wealthminder
score

Hans Kummerfeld (CRD# 724486) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 36 years of experience in the finance industry.

6
Daysi M. Leiva
CRD#: 4931503
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022
93
Wealthminder
score

Daysi Leiva (CRD# 4931503) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 11 years of experience in the finance industry.

7
Sarah A. Pifer
CRD#: 5279478
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022
93
Wealthminder
score

Sarah Pifer (CRD# 5279478) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 8 years of experience in the finance industry.

8
Greg B. Reidy
CRD#: 2862804
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
93
Wealthminder
score

Greg Reidy (CRD# 2862804) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 20 years of experience in the finance industry.

9
Clay A. Skurdal
CRD#: 1231804
Eugene, OR
93
Wealthminder
score

Clay Skurdal (CRD# 1231804) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Eugene, OR and has over 33 years of experience in the finance industry.

10
Wendy L. Trudeau
CRD#: 2617153
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830
93
Wealthminder
score

Wendy Trudeau (CRD# 2617153) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 22 years of experience in the finance industry.

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