PGB Securities LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Bedminster, New Jersey
CRD number
301472
Registered since
May 1, 2020

Firm profile

FINTRX

Overview

PGB Securities LLC is organized as a limited liability company and is registered with the SEC as of 2020. Public records classify the firm as an investment bank and list ownership as a combination of a domestic entity and an individual. The snapshot shows no designation as a multi-state adviser or as a pension consultant. Available filings indicate the firm is not identified as a capital allocator and is not flagged as an active ESG investor. Fields for client base, fee structure, business activities and advisory activities are not populated in the source snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Vincent Favaro

    Vincent Favaro

    Chief Compliance OfficerCRD 4163532

Contacts

3 of 10
  • Timothy O'brien

    Registered RepresentativeCRD 6195841

  • Marc Hirschfield

    Registered RepresentativeCRD 4479868

  • Christopher Tomai

    Christopher Tomai

    Senior Managing DirectorCRD 5157017

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bedminster, NJ

Somerset

Location

Bedminster, NJ

Headquartered in Bedminster, NJ, 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
Somerset
Address
500 Hills Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth