BofA Securities Prime, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 316331
- Registered since
- August 10, 2022
- Website
- business.bofa.com
Firm profile
FINTRXOverview
BofA Securities Prime, Inc. is organized as a corporation and is registered with the SEC as of 2022. Publicly reported characteristics indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or pension consultant adviser. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot data and is not flagged as a related adviser.
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
Contacts
3 of 34
Sara Mooney
DirectorCRD 7616382
Jennifer Donovan
Managing DirectorCRD 4990267
Carolann Evangelist
Vice PresidentCRD 7141555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 Bryant Park
- Time zone
- ET (UTC-5)
- Office locations
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