Pinebridge Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 5967
- Registered since
- July 25, 1971
- Website
- www.pinebridge.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Sergio Ramirez
Chief Revenue OfficerCRD 4637204

Michael Karpik
Chief Operating OfficerCRD 1709305
Contacts
3 of 24
Thomas Cosmer
Managing DirectorCRD 1719101

Jarrett Wesner
Business Development AnalystCRD 6975613
Lucas Pinter
Business Development AnalystCRD 7778632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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