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 shows SEC registration dating to 2003. The reported ownership structure combines a domestic entity and individual owners, and the firm is classified as "unclassified" in the dataset. Available metadata indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. FINTRX does not include details on Perigee Securities LP’s advisory offerings, fee schedule, target client segments, or specific business activities. That absence of operational detail makes it difficult to profile the firm’s service model or investment emphasis beyond the high-level regulatory and ownership attributes reported.

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

3 of 9
  • Benjamin Zachariah

    Benjamin Zachariah

    DirectorCRD 6946904

  • Jeffrey Rubin

    Jeffrey Rubin

    Managing PartnerCRD 7328367

  • Grady Ogara

    Grady Ogara

    Senior AssociateCRD 5169239

Unlock 6 more contacts

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