PLANNER SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 36866
- Registered since
- September 21, 1994
- Website
- www.plannersecurities.com
Firm profile
FINTRXOverview
Planner Securities LLC is organized as a limited liability company and has been SEC-registered since 1994. Ownership is noted as a mix of a foreign entity and an individual. The firm is classified in the dataset as unclassified and is not designated as a capital allocator. The record indicates it is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2JOSEPH VIGLIAROLO
Chief Compliance OfficerCRD 4880434
JOHN BYRNE
Chief Compliance OfficerCRD 1255284
Contacts
3 of 3MARCELO GENZINI
Fixed Income BrokerCRD 4524189
LEONARDO GADOTTI DE FIGUEIREDO
Development ManagerCRD 6917148
LINDA GRIMM
FinOpCRD 1970620
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
- 641 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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