MONTEC SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 309706
- Registered since
- April 27, 2021
- Website
- montecsecurities.com
Firm profile
FINTRXOverview
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
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 1Rania Perry
CEOCRD 7795182
Contacts
3 of 8Matthew Rinaldi
Fixed Income TraderCRD 5151015
Geoffrey Fitzgerald
TraderCRD 7372128
Scott Brown
FinOpCRD 6694802
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
- 510 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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