GLOBETECH SECURITIES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
HALFMOON, New York
CRD number
306611
Registered since
September 24, 2020

Firm profile

FINTRX

Overview

Globetech Securities LLC is organized as a limited liability company and registered with the SEC in 2020. The firm is identified in FINTRX as owned by a domestic entity and an individual and is classified as unclassified in the snapshot data. Available disclosures do not list core advisory activities, client types, or fee schedules. The firm's profile indicates it is not a capital allocator and does not describe itself as an active ESG investor. It is not designated as a multi-state adviser, nor is it identified as a pension consultant or a related adviser. FINTRX also records that the firm is not newly formed despite the 2020 registration year.

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

Contacts

2 of 2
  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

  • WENDY-SUE ELLIOTT

    CCOCRD 5790567

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HALFMOON, NY

SARATOGA

Location

HALFMOON, NY

Headquartered in HALFMOON, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
SARATOGA
Address
440 Grooms Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth