OPES BESPOKE SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 129841
- Registered since
- May 18, 2004
- Website
- www.opesgroupllc.com
Firm profile
FINTRXOverview
Opes Bespoke Securities LLC is organized as a limited liability company and has been SEC-registered since 2004. Publicly available profile fields identify the ownership as a mix of a domestic entity and an individual and classify the firm as “Unclassified.” The record indicates the firm does not present itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has not supplied descriptive details about its client segments, fee arrangements, core business lines, or specific advisory activities in the source data, so there is no itemized description of its target clients or service model available from this report.
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
Contacts
2 of 2Samantha Santiago-Paez
CCOCRD 4369755
ROXANNE CAMPBELL
Senior Managing DirectorCRD 4424325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1140 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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