Mediobanca Securities USA LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
143189
Registered since
July 18, 2007

Firm profile

FINTRX

Overview

Mediobanca Securities USA LLC is organized as a limited liability company with ownership described as a mix of a foreign entity and individual owners. Public records and the firm's profile provide very limited detail about its business model or service lines: classification is listed as unclassified, and the firm is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. Several typical adviser attributes are marked negative — the firm is not a multi-state adviser and is not flagged as a newly formed adviser — but specific advisory or brokerage activities and client segments are not disclosed. The firm has not supplied information about its activities or external affiliations, so there is no publicly provided description of its operating focus, target client types, or service offerings.

Assets & Accounts

Location & Offices

Investment profile

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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

1 of 1
  • Louis Almerini

    Louis Almerini

    Chief Financial OfficerCRD 1605183

Contacts

3 of 9
  • David Achzet

    David Achzet

    RepresentativeCRD 1209132

  • Patrick Mooney

    Patrick Mooney

    Managing DirectorCRD 1334358

  • David Hegarty

    International Equity TraderCRD 2414373

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Wealth teams

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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

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
1450 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth