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 structured as a corporation that classifies itself as an investment bank and has been SEC-registered since 1996. The firm is privately held by an individual owner rather than a bank or institutional parent. Public records indicate it does not position itself as a capital allocator and is not identified as an active ESG investor. The dataset contains limited operational detail: there is no disclosed client base, fee schedule, or description of advisory activities. It is also recorded as not being a multi-state adviser, not a newly formed adviser, not a pension consultant, and not part of a related-adviser arrangement. The firm has not provided information about its activities or affiliations, which constrains any deeper assessment of its product mix, target clients, or distribution focus.

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
  • Alan Levin

    Alan Levin

    Chief Financial OfficerCRD 3073530

  • Shelley Leonard

    Shelley Leonard

    CFOCRD 2401474

Contacts

3 of 19
  • Jesse Busch

    Jesse Busch

    Investment Banking Vice PresidentCRD 6352403

  • Robert Natiss

    Robert Natiss

    Branch ManagerCRD 345182

  • James Hosch

    James Hosch

    Director of Investment BankingCRD 1541541

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth