NORTHBOUND SECURITIES LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
DELRAY BEACH, Florida
CRD number
314549
Registered since
December 21, 2021

Firm profile

FINTRX

Overview

Northbound Securities LLC is organized as a limited liability company and registered with the SEC in 2021. The ownership structure is listed as a combination of a foreign entity and an individual. The firm is categorized as unclassified in the available record and is not identified as a capital allocator. Fields for client base, fee structure, and specific advisory or business activities are not populated in the source, so public disclosure on the firm’s target clients and service model is minimal. The firm is not marked as an active ESG investor, is not designated as a multistate adviser, and is not reported to be a related adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • CALVIN PERSAUD

    Chief Compliance OfficerCRD 3261683

Contacts

2 of 2
  • Federico Cicero

    Compliance Analyst IICRD 7817143

  • Scott Silver

    Operations ProfessionalCRD 2290261

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth