Perigee Securities LP

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Sarasota, Florida
CRD number
123210
Registered since
February 25, 2003

Firm profile

FINTRX

Overview

Perigee Securities LP is organized as a partnership and has been registered with the SEC since 2003. Ownership is reported as a mix of a domestic entity and an individual. The firm is listed as "Unclassified" in FINTRX's taxonomy and is not flagged as a capital allocator. Regulatory and operating flags in FINTRX indicate Perigee Securities LP does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not positioned as a pension consultant or a related adviser. FINTRX does not provide detail on the firm's advisory mandate, fee schedule, client segments, or other business activities.

Assets & Accounts

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

3 of 9
  • George Strobel

    George Strobel

    FounderCRD 2654327

  • Marman Cordova

    Marman Cordova

    Registered RepresentativeCRD 6946898

  • Benjamin Zachariah

    Benjamin Zachariah

    DirectorCRD 6946904

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sarasota, FL

Sarasota

Location

Sarasota, FL

Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
1990 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth