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 appears on SEC records with an original registration year of 1978. The firm’s ownership is listed as a mix of a domestic entity and an individual; it is classified in the source as “unclassified.” The record indicates Lbmz Securities does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing information about the firm’s business model, advisory services, fee schedules, or investment mandate is not provided in the available record. That limits visibility into how the firm sources mandates, structures client relationships, or constructs portfolios.
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 5Frank Lanza
Chief Compliance OfficerCRD 4215640
Leonard Zacks
CEOCRD 806891

Mitchel Zacks
CEOCRD 2649079
Contacts
3 of 56
Gregory Karolich
Regional Vice PresidentCRD 5739044

Michael Caterina
Regional Vice PresidentCRD 5831316

Salvatore Esposito
Managing Director, Head of ETF ProductCRD 5869213
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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