Aventura Securities, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
142374
Registered since
January 16, 2007

Firm profile

FINTRX

Overview

Aventura Securities, LLC is organized as a limited liability company and appears on FINTRX as an SEC-registered entity since 2007. Ownership is recorded as involving a domestic entity and an individual. The platform classifies the firm as unclassified and flags it as not serving as a capital allocator. FINTRX also indicates the firm is not an active ESG investor, not registered as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. The dataset provides limited detail about the firm’s client base, fee arrangements, specific business lines, or advisory activities; those fields are blank in the provided record. That leaves the public-facing profile on investment approach and client segmentation largely unspecified in FINTRX.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Daniel Cauceglia

    Daniel Cauceglia

    President and CEOCRD 1490736

  • Scott Freeze

    Founder & CEOCRD 2518935

Contacts

3 of 8
  • Timothy Moy

    Timothy Moy

    Senior VPCRD 5281548

  • Juan Lopez

    Juan Lopez

    Registered Investment AdvisorCRD 6277056

  • Michael Blaszczyk

    Michael Blaszczyk

    Registered RepresentativeCRD 5736832

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
5550 Glades Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth