AGM Securities LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 132197
- Registered since
- October 12, 2004
Firm profile
FINTRXOverview
AGM Securities LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm was registered with the SEC in 2004. Ownership is listed as a combination of a domestic entity and an individual. The profile data does not list specific advisory or business activities, and it identifies the firm as not serving as a capital allocator. The record also flags the firm as not being an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
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
Contacts
3 of 5
Howard Spindel
FinOpCRD 708042
Daniel Ibarra
Registered RepresentativeCRD 2268659
Eric Zacharias
Corporate DevelopmentCRD 6034227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 7000 W Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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