Montminy Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Santa Monica, California
CRD number
158368
Registered since
April 18, 2012

Firm profile

FINTRX

Overview

Montminy Securities, LLC is organized as a limited liability company and is classified in filings as an investment bank under individual ownership. Publicly reported firm characteristics indicate it does not operate as a capital allocator and is not positioned as an active ESG investor. It also is not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the available records. The firm has provided minimal disclosure about its advisory or business activities beyond its structural and classification attributes.

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

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Client base

Client personas

Owners & executives

3 of 3
  • Leslie Allan

    Leslie Allan

    Managing Director, Chief Operating OfficerCRD 1319617

  • Joel Montminy

    Joel Montminy

    President, CEOCRD 4216976

  • Adnan Iqbal

    Adnan Iqbal

    Managing Director, Chief Operating OfficerCRD 5965575

Contacts

3 of 9
  • Robert Chambers

    Robert Chambers

    Managing DirectorCRD 6227397

  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Joseph Bratter

    Joseph Bratter

    Senior AdvisorCRD 2899397

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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

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
201 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth