Fieldpoint Private Securities LLC

Fieldpoint Private Securities LLC (CRD# 18975) is a financial advisory firm headquartered in Greenwich, CT. They manage $2,880,537,606 in 3,452 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,881
    MILLION
  • Total Number of Accounts
    3,452
    ACCOUNTS
  • Average Account Value
    $834,455
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY

Financial Advisors at Fieldpoint Private Securities LLC
Showing 1 - 10 of 36 top financial advisors.
1
Marc R. Angle
CRD#: 5713710
100 Field Point Road, 2nd Fl, Greenwich, CT 06830

Marc Angle (CRD# 5713710) 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.

2
Nicholas J. Bertha
CRD#: 1978310
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022

Nicholas Bertha (CRD# 1978310) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 15 years of experience in the finance industry.

3
Nicole M. Boutmy De Katzmann
CRD#: 4468444
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022

Nicole Boutmy De Katzmann (CRD# 4468444) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 5 years of experience in the finance industry.

4
Laura M. Campbell
CRD#: 1969098
100 Field Point Road, 2nd Fl, Greenwich, CT 06830

Laura Campbell (CRD# 1969098) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 2 years of experience in the finance industry.

5
Harrison F. Caner
CRD#: 4367046
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830

Harrison Caner (CRD# 4367046) 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. Harrison Caner 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

Steven Cangialosi (CRD# 5098690) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 8 years of experience in the finance industry.

7
William E. Christian
CRD#: 2930040
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830

William Christian (CRD# 2930040) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 21 years of experience in the finance industry.

8
Mark T. Conway
CRD#: 2023529
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022

Mark Conway (CRD# 2023529) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 31 years of experience in the finance industry.

9
Christopher J. Delaura
CRD#: 2899748
100 Field Point Rd, 2nd Floor, Greenwich, CT 06830

Christopher Delaura (CRD# 2899748) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 19 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.

10
Christian F. Gallo
CRD#: 5997309
400 Park Ave, Ste 1800 18th Fl, New York, NY 10022

Christian Gallo (CRD# 5997309) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in New York, NY and has over 9 years of experience in the finance industry.

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