Lbmz Securities, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 7874
- Registered since
- December 15, 1978
Firm profile
FINTRXOverview
Lbmz Securities, Inc. is organized as a corporation and has been registered with the SEC since 1978. Public disclosures for the firm are sparse: its internal classification is listed as unclassified, and the record shows the owner type as a mix of a domestic entity and an individual. The file indicates the firm does not identify itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. Several fields that would normally describe client mix, advisory services, and fee arrangements are blank, so there is limited publicly reported information about the firm’s business model or client-facing activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Kris Ratwani
Deputy Chief Compliance OfficerCRD 6443528
Leonard Zacks
CEOCRD 806891

Mitchel Zacks
CEOCRD 2649079
Contacts
3 of 54Lawrence Zerg
Registered RepresentativeCRD 1573095

Michael Caterina
Regional Vice PresidentCRD 5831316
Clinton Beck
Licensed BankerCRD 6726310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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