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 that registered with the SEC in 2022. Ownership is described as a combination of a foreign entity and an individual. The firm's regulatory classification in the source record is "unclassified." Several operational flags in the record are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The source record does not list the firm's target client segments, fee schedule, or the specific advisory services it provides. That absence makes it difficult to determine whether BGV Securities is positioned to serve retail high-net-worth households, institutions, or another niche from the stated snapshot alone.
Assets & Accounts
Investments & Alternatives
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 5
Maureen Athanasiadis
Compliance AssociateCRD 8029225
Yailing Collazo
CCOCRD 4781297

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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