I-Bankers Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
21
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 is classified in the data as an investment bank. The firm is listed as SEC-registered in 1996 and is owned by an individual. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. The profile on file contains limited operational detail: the database does not supply a client base breakdown, fee schedule, or descriptions of business and advisory activities. The firm is not identified as a multi-state adviser, a pension consultant, or a related adviser.

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

    Shelley Leonard

    CFOCRD 2401474

  • Alan Levin

    Alan Levin

    Chief Financial OfficerCRD 3073530

Contacts

3 of 19
  • Matthew Lantieri

    Matthew Lantieri

    Operations ManagerCRD 4195681

  • Robert Natiss

    Robert Natiss

    Branch ManagerCRD 345182

  • Jesse Busch

    Jesse Busch

    Investment Banking Vice PresidentCRD 6352403

Unlock 16 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth