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 is registered with the SEC as an investment adviser since 2022. Ownership is reported as a combination of a foreign entity and an individual. The firm is classified as unclassified in the source data and is not described as a capital allocator. It does not identify itself as an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset supplies few details about the firm's advisory activities, fee schedule, client types, or business lines; those items were not provided in the available record.

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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth