AGM Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
132197
Registered since
October 12, 2004

Firm profile

FINTRX

Overview

AGM Securities LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The available profile flags the firm as not a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The firm has not supplied detail in this source about its advisory services, fee structure, client types, or specific investment approach.

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

Contacts

3 of 5
  • Howard Spindel

    Howard Spindel

    Senior Managing DirectorCRD 708042

  • Daniel Ibarra

    Daniel Ibarra

    Registered RepresentativeCRD 2268659

  • Eric Zacharias

    Eric Zacharias

    Corporate DevelopmentCRD 6034227

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth