LBMZ SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1978
Total AUM
Advisory reps
58
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
7874
Registered since
December 15, 1978

Firm profile

FINTRX

Overview

Lbmz Securities, Inc. is organized as a corporation and has been SEC-registered since 1978. Ownership on file is a mix of a domestic entity and individual owners. The firm is categorized as "Unclassified" in the source dataset and is not identified as a capital allocator or a related adviser. The dataset indicates the firm is not an active ESG investor and is not registered as a multi-state adviser; it is also not described as a newly formed adviser or a pension consultant.

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

3 of 5
  • KRIS RATWANI

    Deputy Chief Compliance OfficerCRD 6443528

  • LEONARD ZACKS

    CEOCRD 806891

  • MITCHEL ZACKS

    CEOCRD 2649079

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Contacts

3 of 53
  • LAWRENCE ZERG

    Registered RepresentativeCRD 1573095

  • Michael Caterina

    Regional Vice PresidentCRD 5831316

  • CLINTON BECK

    Licensed BankerCRD 6726310

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
101 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth