Investec Securities (US) LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
138421
Registered since
January 26, 2006

Firm profile

FINTRX

Overview

Investec Securities (US) LLC is organized as a limited liability company and is classified as an investment bank. The firm shows an SEC registration dating back to 2006. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is also not reported as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. These attributes indicate the entity operates more in intermediary or capital markets roles than as a discretionary wealth manager or allocator.

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

2 of 2
  • Emina Hadzic

    Emina Hadzic

    Chief Compliance OfficerCRD 6316232

  • Steve Narov

    Steve Narov

    Chief Financial OfficerCRD 3060331

Contacts

3 of 24
  • Kelly Olech

    Staff AccountantCRD 4692103

  • Jonathan Green

    Jonathan Green

    CounselCRD 7964267

  • James Ewing

    James Ewing

    Equity SalesCRD 2868122

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
277 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth