BAMBOO SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318434
Registered since
January 12, 2024

Firm profile

FINTRX

Overview

Bamboo Securities, LLC is organized as a limited liability company and appears in SEC records with a 2024 registration year. The firm is classified as unclassified in the dataset and is owned by a domestic entity and an individual. The dataset indicates Bamboo Securities is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. Several typical firm attributes (fee structure, specific advisory or business activities, and client base composition) are not disclosed in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

1 of 1
  • YULIANA CHERNYAEVA

    CEOCRD 5272530

Contacts

2 of 2
  • Raymond Lindsley

    Compliance ManagerCRD 1279932

  • IVANA SHUMBERG

    FinOpCRD 3167225

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth