AGM SECURITIES LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 132197
- Registered since
- October 12, 2004
Firm profile
FINTRXOverview
AGM Securities LLC is organized as a limited liability company and is registered with the SEC since 2004. FINTRX classifies the firm as an investment bank rather than a capital allocator or discretionary asset manager. Ownership is recorded as a mix of a domestic entity and an individual. The profile in FINTRX does not list advisory activities, fee schedules, or a defined client base; it also indicates the firm is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1James Verdone
CEO and CCOCRD 2581251
Contacts
3 of 4Eric Zacharias
Corporate DevelopmentCRD 6034227
HOWARD SPINDEL
Financial and Operations PrincipalCRD 708042
Joshua Rothstein
Registered RepresentativeCRD 6664241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 7000 W Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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