BGV SECURITIES

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
315086
Registered since
October 7, 2022

Firm profile

FINTRX

Overview

BGV Securities is organized as a limited liability company and registered with the SEC in 2022. Ownership is split between a foreign entity and an individual. The firm is listed as unclassified in the dataset and is not designated as a capital allocator. It is not identified as an active ESG investor, is not registered as a multi-state adviser, is not flagged as a pension consultant, and is not marked as a related adviser.

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

1 of 1
  • Roberto Aleman

    Chief Executive OfficerCRD 7391383

Contacts

3 of 5
  • MAUREEN ATHANASIADIS

    Compliance AssociateCRD 8029225

  • YAILING COLLAZO

    CCOCRD 4781297

  • EMILY ABBRUZZESE

    FinOpCRD 4606343

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
MIAMI DADE
Address
201 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth