Montminy Securities, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 158368
- Registered since
- April 18, 2012
- Website
- www.montminyco.com
Firm profile
FINTRXOverview
Montminy Securities, LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm was first registered with the SEC in 2012 and is owned by an individual. Public disclosures do not list conventional advisory or wealth-management activities for the firm, and the firm is flagged as not being a capital allocator and not an active ESG investor. Other service flags in the record indicate it is not a multistate adviser, not a pension consultant, and not flagged as a related adviser.
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
3 of 3Leslie Allan
Managing Director, Chief Operating OfficerCRD 1319617

Joel Montminy
President, CEOCRD 4216976

Adnan Iqbal
Managing Director, Chief Operating OfficerCRD 5965575
Contacts
3 of 9Joseph Bratter
Managing DirectorCRD 2899397

Steven On
Vice PresidentCRD 5805361

Stephen Laver
Senior AdvisorCRD 6928058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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