I-BANKERS SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
41352
Registered since
September 9, 1996

Firm profile

FINTRX

Overview

I-Bankers Securities, Inc. is organized as a corporation and operates under an investment bank classification. FINTRX records show the firm has been SEC-registered since 1996 and is individually owned. The profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The data available through FINTRX does not include granular descriptions of client segments, fee schedules, advisory services, or broader business activities, so the firm's client-facing model and specific service offerings cannot be assessed from this snapshot.

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

2 of 2
  • SHELLEY LEONARD

    CFOCRD 2401474

  • ALAN LEVIN

    Chief Financial OfficerCRD 3073530

Contacts

3 of 21
  • MATTHEW LANTIERI

    Operations ManagerCRD 4195681

  • ROBERT NATISS

    Branch ManagerCRD 345182

  • JESSE BUSCH

    Investment Banking Vice PresidentCRD 6352403

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, 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
PALM BEACH
Address
1200 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth