MONTMINY SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2012
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 has been SEC-registered since 2012. The firm is classified as an investment bank and is owned by an individual. The available profile indicates Montminy Securities does not act as a capital allocator and is not identified as a multi‑state adviser, an active ESG investor, a pension consultant, or a related adviser. The dataset does not describe fee arrangements, client segments, or specific advisory and transaction services. The investment-bank classification implies the firm’s primary activities are likely centered on capital‑markets and advisory work rather than running discretionary wealth-management portfolios, but the firm has not provided details that confirm its exact service mix.

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

3 of 3
  • LESLIE ALLAN

    Managing Director, Chief Operating OfficerCRD 1319617

  • JOEL MONTMINY

    President, CEOCRD 4216976

  • ADNAN IQBAL

    Managing Director, Chief Operating OfficerCRD 5965575

Contacts

3 of 9
  • JOSEPH BRATTER

    Managing DirectorCRD 2899397

  • STEVEN ON

    Vice PresidentCRD 5805361

  • Stephen Laver

    Senior AdvisorCRD 6928058

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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