Allegro Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
139514
Registered since
July 13, 2006

Firm profile

FINTRX

Overview

Allegro Securities LLC is organized as a limited liability company under individual ownership and is classified as a placement agent. Its public profile emphasizes intermediary activity—connecting capital sources and issuers—rather than operating as a capital allocator or a discretionary investment manager. The firm’s disclosures are sparse. Available records indicate Allegro Securities LLC does not list itself as a capital allocator, is not identified as an active ESG investor, and is not represented as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Key items such as fee structure, client base, detailed business activities and advisory services have not been provided. Allegro reports a single office location but offers limited further operational detail or affiliations. For third parties evaluating the firm, the most notable features are its placement-agent focus, individual ownership, and the minimal public information available; prospective partners or counterparties will need to request track record, client and fee information, regulatory and compliance documentation, and details on any transactional specialties before proceeding.

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

1 of 1
  • Thomas Boytinck

    Thomas Boytinck

    Founder & CEOCRD 4754503

Contacts

2 of 2
  • Jonathan Lulu

    Jonathan Lulu

    Registered RepresentativeCRD 4500853

  • Fangjian Yuan

    Fangjian Yuan

    FounderCRD 7994647

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
231 Sharon Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth