BGV Securities

Broker-DealerFINRA Member
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 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

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
  • Yailing Collazo

    CCOCRD 4781297

  • Lorena Vaca

    Operations AssociateCRD 2595148

  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

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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