KBD SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104110
Registered since
December 20, 2000

Firm profile

FINTRX

Overview

KBD Securities, LLC is organized as a limited liability company and is SEC-registered, with registration recorded in 2000. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the FINTRX snapshot and is not identified as a capital allocator. It is also not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. FINTRX flags the firm as not being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • RUSSELL GRIMALDI

    Chief Compliance Officer & Associate General CounselCRD 5210776

  • ALUN WILLIAMS

    Chief Operating OfficerCRD 4331633

Contacts

3 of 22
  • JAMES MCSHANE

    Vice PresidentCRD 2133758

  • JAMES PITMAN

    Vice PresidentCRD 4417313

  • ROBERT PARAUDA

    Managing DirectorCRD 3055851

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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
470 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth