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

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Overview

Aventura Securities, LLC is a limited liability company that registered with the SEC in 2007. Public records classify the firm as "Unclassified" and list its owner type as a combination of a domestic entity and an individual. The available data indicate the firm is not a capital allocator and does not self-identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser; it is also not labeled as a newly formed adviser. Disclosure from the firm is minimal: there are no published descriptions of advisory activities, fee schedules, or client segments in the source data. That limited transparency makes it difficult to profile the firm's service mix or investment approach beyond its regulatory registration and the negative flags noted above.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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
  • Gary Morse

    Registered RepresentativeCRD 1793348

  • Michael Blaszczyk

    Michael Blaszczyk

    Registered RepresentativeCRD 5736832

  • Craig Lesser

    Registered RepresentativeCRD 2368051

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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