Ibkr Securities Services LLC

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
33319
Registered since
December 15, 1982

Firm profile

FINTRX

Overview

Ibkr Securities Services LLC is organized as a limited liability company and has been SEC-registered since 1982. Regulatory fields identify it as a domestic entity with an individual owner type and an unclassified adviser profile. Public filings mark the firm as not acting as a capital allocator and note it is not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not 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

3 of 5
  • Denis Mendonca

    Denis Mendonca

    Chief Accounting OfficerCRD 4888836

  • Milan Galik

    Milan Galik

    Chief Executive Officer & PresidentCRD 2204066

  • Paul Brody

    CFOCRD 1722066

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Contacts

3 of 11
  • Jose Galavis Leefmans

    Jose Galavis Leefmans

    ComplianceCRD 5334358

  • Jeffrey O'brien

    Compliance AnalystCRD 5936608

  • Brian Sussman

    Operations ManagerCRD 1998615

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
3 Pickwick Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth