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. FINTRX classifies the firm as unclassified and indicates ownership by a domestic entity alongside an individual. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser in the available record. The firm did not provide descriptive details about its advisory or business activities in the supplied data, so there is no firm-level description of client segments, service model, or investment positioning in this dataset.

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
  • MICHAEL GERRARD

    CEOCRD 3008631

Contacts

1 of 1
  • 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