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 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
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 19
Matthew 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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