TRB Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
52
Avg account
$0

Firm details

Headquarters
Harlingen, Texas
CRD number
322618
Registered since
November 13, 2023

Firm profile

FINTRX

Overview

TRB Securities, LLC is organized as a limited liability company and appears on SEC records with a 2023 registration. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot and is not identified as a capital allocator or an active ESG investor. It also is not reported as a multi-state adviser, pension consultant, or related adviser. The snapshot does not include granular details about the firm's advisory activities, business lines, client segments, or fee schedules, so there is limited public visibility into how the firm positions its services or the client types it targets.

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

Owners & executives

2 of 2
  • Michael Hebert

    Michael Hebert

    Chief Compliance OfficerCRD 1229298

  • Robert Coulter

    Robert Coulter

    Chief Compliance OfficerCRD 4211707

Contacts

3 of 50
  • Andres Diamond Ortiz

    Andres Diamond Ortiz

    Registered RepresentativeCRD 5379632

  • Donald Gonzales

    Donald Gonzales

    Senior Managing DirectorCRD 2020617

  • Donna Scott

    Donna Scott

    Senior Vice PresidentCRD 2047949

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Wealth teams

FINTRX

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

Harlingen, TX

Cameron

Location

Harlingen, TX

Headquartered in Harlingen, TX, anchoring the Brownsville-Harlingen-Raymondville, TX metro in the South.

Metro area
Brownsville-Harlingen-Raymondville, TX
Region
South
County
Cameron
Address
6770 W Expressway 83
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth