Northbound Securities LLC
Firm details
- Headquarters
- Delray Beach, Florida
- CRD number
- 314549
- Registered since
- December 21, 2021
Firm profile
FINTRXOverview
Northbound Securities LLC is a limited liability company that registered with the SEC in 2021. FINTRX classifies ownership as a mix of a foreign entity and an individual, and lists the firm as unclassified for its advisory type. The snapshot indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. FINTRX does not provide details on the firm's advisory services, fee model, or client segments.
Assets & Accounts
Investments & Alternatives
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 1
Calvin Persaud
Chief Compliance OfficerCRD 3261683
Contacts
2 of 2
Scott Silver
Operations ProfessionalCRD 2290261
Federico Cicero
Compliance Analyst IICRD 7817143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Delray Beach, FL
Palm Beach
Location
Delray Beach, FL
Headquartered in Delray Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 9736 Rennes Ln
- Time zone
- ET (UTC-5)
- Office locations
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