Globetech Securities LLC
Firm details
- Headquarters
- Halfmoon, New York
- CRD number
- 306611
- Registered since
- September 24, 2020
Firm profile
FINTRXOverview
Globetech Securities LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2020. The firm is identified as a domestic entity with individual ownership and is classified there as "unclassified." In FINTRX fields that describe the firm's role and focus, Globetech does not present itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not populate several typical profile fields for this firm (for example, specific advisory activities, client segments, or fee structure are not listed), so public-facing detail about the firm's service model and investment focus is limited.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Deborah Agerton
Financial and Operations PrincipalCRD 4460597
Wendy-sue Elliott
CCOCRD 5790567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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