MONTEC SECURITIES LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
309706
Registered since
April 27, 2021

Firm profile

FINTRX

Overview

Montec Securities LLC is a limited liability company that registered with the SEC in 2021. Public filings classify the firm as "Unclassified" and identify its ownership as a domestic entity and individual ownership mix. Available records indicate Montec Securities does not operate as a capital allocator and does not present itself as an active ESG investor. It is not flagged as a multi-state adviser or a newly formed adviser in the dataset provided. The firm has provided minimal public detail about its business lines, client types, fee arrangements, or advisory activities. That lack of disclosure makes it difficult to infer target client segments or a clear service model from the information at hand.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Rania Perry

    CEOCRD 7795182

Contacts

3 of 8
  • Matthew Rinaldi

    Fixed Income TraderCRD 5151015

  • Geoffrey Fitzgerald

    TraderCRD 7372128

  • Scott Brown

    FinOpCRD 6694802

Unlock 5 more contacts

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

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
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth