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 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
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
Similar firms
EASTDIL SECURED ADVISORS LLC
Broker-DealerSANTA MONICA, CA
APEXUS CAPITAL LLC
Broker-DealerSANTA MONICA, CA
HUDSON CAPITAL ADVISORS BD LLC
Broker-DealerSANTA MONICA, CA
GLOBALIST CAPITAL, LLC
Broker-DealerSANTA MONICA, CA
MSA SECURITIES, LLC
Broker-DealerSANTA MONICA, CA
RED MOUNTAIN SECURITIES LLC
Broker-DealerLos Angeles, CA