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 shows SEC registration beginning in 2020. FINTRX classifies the firm as “unclassified” and identifies its owner type as a domestic entity and individual. The snapshot data indicates the firm is not characterized as a capital allocator, not an active ESG investor, not a multi‑state adviser, and it is not listed as a pension consultant or related adviser. FINTRX did not provide detail on the firm’s advisory activities, fee model, client segments, or specific business lines.

Assets & Accounts

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