Pinebridge Securities LLC

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
5967
Registered since
July 25, 1971

Firm profile

FINTRX

Overview

Pinebridge Securities LLC is organized as a limited liability company and appears on SEC records going back to 1971. The firm is identified as a domestic entity with individual ownership and is classified in the dataset as “unclassified,” with no designation as a capital allocator, pension consultant, related adviser, multi-state adviser, or newly formed adviser. It is also not flagged as an active ESG investor. The dataset does not include descriptions of the firm’s advisory activities, client segments, fee structure, or specific business lines. That limited public footprint in the captured data means there is no disclosed investment mandate, target client profile, or service mix to evaluate from this source alone.

Assets & Accounts

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

2 of 2
  • Sergio Ramirez

    Sergio Ramirez

    Chief Revenue OfficerCRD 4637204

  • Michael Karpik

    Michael Karpik

    Chief Operating OfficerCRD 1709305

Contacts

3 of 24
  • Thomas Cosmer

    Thomas Cosmer

    Managing DirectorCRD 1719101

  • Jarrett Wesner

    Jarrett Wesner

    Business Development AnalystCRD 6975613

  • Lucas Pinter

    Lucas Pinter

    Business Development AnalystCRD 7778632

Unlock 21 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

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
65 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth