CLEANBRIDGE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
140889
Registered since
November 24, 2006

Firm profile

FINTRX

Overview

Cleanbridge Securities, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm first registered with the SEC in 2006. Ownership is listed as a combination of a domestic entity and an individual. The FINTRX record includes limited operational detail: fields for business activities, advisory activities, and fee structure are not populated in the dataset provided. The profile flags a few regulatory/operational attributes: the firm is not identified as a capital allocator, is not a multi-state adviser, and is not listed as an active ESG investor. It is also not recorded as a pension consultant or a related adviser to another registered entity.

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

2 of 2
  • GEORGE TENPOW

    Chief Financial OfficerCRD 2938989

  • BENJAMIN MOODY

    Co-Founder, President and Chief Executive OfficerCRD 2345636

Contacts

3 of 5
  • EDMUND MILLER

    Senior Managing Director, PartnerCRD 1323296

  • Jeffery Safford

    Managing DirectorCRD 7206303

  • ROBERT HAYS

    Managing DirectorCRD 3200913

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
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth