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 described as a combination of a domestic entity and an individual. The firm’s internal classification is listed as unclassified in the dataset. The record indicates Perigee Securities LP does not act as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, or a related adviser. The dataset does not provide detail on the firm’s client segments, fee schedule, specific advisory or business activities, or investment preferences.

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

    DirectorCRD 6946904

  • Jeffrey Rubin

    Managing PartnerCRD 7328367

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth