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 in FINTRX as an SEC-registered entity since 2007. Ownership is listed as a mix of a domestic entity and an individual. The firm's FINTRX snapshot is classified as "Unclassified" and does not identify it as a capital allocator or an active ESG investor. The profile also does not position the firm as a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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

    President and CEOCRD 1490736

  • SCOTT FREEZE

    Founder & CEOCRD 2518935

Contacts

3 of 8
  • GARY MORSE

    Registered RepresentativeCRD 1793348

  • MICHAEL BLASZCZYK

    Registered RepresentativeCRD 5736832

  • CRAIG LESSER

    Registered RepresentativeCRD 2368051

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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