MEDIOBANCA SECURITIES USA LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 143189
- Registered since
- July 18, 2007
- Website
- www.mediobancasecurities.com
Firm profile
FINTRXOverview
Mediobanca Securities USA LLC is organized as a limited liability company and has been SEC-registered since 2007. FINTRX flags the ownership as a foreign entity/individual and lists its regulatory classification as unclassified. The firm does not identify itself as a capital allocator and is not listed as an active ESG investor, multi-state adviser, pension consultant, or related adviser. FINTRX does not provide details on its advisory or business activities, and the public profile contains minimal disclosure about client types or service lines. The limited disclosures and the "unclassified" designation make it difficult to place the firm within a typical RIA operating model from this dataset alone. The available fields suggest the entity does not present itself as a traditional wealth manager that reports AUM or client-account structure in FINTRX, which could reflect its role within a broader foreign-owned securities franchise.
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
1 of 1LOUIS ALMERINI
Chief Financial OfficerCRD 1605183
Contacts
3 of 8DAVID ACHZET
RepresentativeCRD 1209132
PATRICK MOONEY
Managing DirectorCRD 1334358
DAVID HEGARTY
International Equity TraderCRD 2414373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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