IBKR SECURITIES SERVICES LLC

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
15
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 appears in SEC records dating back to 1982. FINTRX classifies the entity as unclassified and lists its owner type as a combination of a domestic entity and an individual. The profile contains minimal operational detail: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. The dataset does not include descriptions of advisory activities, fee schedules, or client segments, so the firm’s business model and client-facing services are not documented in this source.

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 4
  • MILAN GALIK

    Chief Executive Officer & PresidentCRD 2204066

  • PAUL BRODY

    CFOCRD 1722066

  • James Menicucci

    Chief Financial OfficerCRD 6590173

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Contacts

3 of 11
  • 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