OPES BESPOKE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129841
Registered since
May 18, 2004

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Samantha Santiago-Paez

    CCOCRD 4369755

  • ROXANNE CAMPBELL

    Senior Managing DirectorCRD 4424325

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth