Allegro Securities LLC

Broker-DealerFINRA MemberEst. 2006
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 and is registered with the SEC (initial registration in 2006). FINTRX classifies the firm as a placement agent rather than as an investment manager or capital allocator. Ownership is listed as individual, and the available records do not show the firm acting as a related adviser, a pension consultant, or a multi-state adviser. The profile also indicates Allegro Securities LLC is not identified as an active ESG investor. The information available about the firm’s business activities and affiliations is minimal; the dataset does not provide a breakdown of services, client types, or advisory programs. The placement-agent classification implies the firm’s primary role is intermediary capital-raising and investor introduction rather than portfolio management.

Assets & Accounts

Investments & Alternatives

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