Broadspan Securities LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
114423
Registered since
February 11, 2002

Firm profile

FINTRX

Overview

Broadspan Securities LLC is organized as a limited liability company and has been SEC-registered since 2002. The firm is classified as an investment bank and placement agent rather than a traditional registered investment adviser or asset manager. Ownership is listed as a mix of a domestic entity and an individual. The profile indicates Broadspan does not act as a capital allocator and is not positioned as an ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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
  • Michael Gerrard

    Michael Gerrard

    CEOCRD 3008631

Contacts

1 of 1
  • Noah Kessler

    Noah Kessler

    Managing DirectorCRD 4435573

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
1441 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth