I-BANKERS SECURITIES, INC.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 41352
- Registered since
- September 9, 1996
- Website
- www.i-bankers.net
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2SHELLEY LEONARD
CFOCRD 2401474
ALAN LEVIN
Chief Financial OfficerCRD 3073530
Contacts
3 of 21MATTHEW LANTIERI
Operations ManagerCRD 4195681
ROBERT NATISS
Branch ManagerCRD 345182
JESSE BUSCH
Investment Banking Vice PresidentCRD 6352403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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