BGV Securities
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 315086
- Registered since
- October 7, 2022
Firm profile
FINTRXOverview
BGV Securities is organized as a limited liability company with ownership attributed to both a foreign entity and an individual. The firm’s public profile is sparse: its classification is recorded as "unclassified," and the available data does not describe specific advisory activities, client types, or fee arrangements. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser or a pension consultant. The lack of descriptive disclosures makes it difficult to determine whether BGV Securities pursues a retail advisory model, institutional work, or another niche. There are no public notes about affiliations, service lines, or stated investment preferences in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Roberto Aleman
Chief Executive OfficerCRD 7391383
Contacts
3 of 5Yailing Collazo
CCOCRD 4781297
Lorena Vaca
Operations AssociateCRD 2595148

Emily Abbruzzese
FinOpCRD 4606343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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