Alvarez & Marsal Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
127858
Registered since
January 7, 2004

Firm profile

FINTRX

Overview

Alvarez & Marsal Securities, LLC is listed as a limited liability company operating in an investment bank capacity. FINTRX characterizes the entity as owned by a domestic party and/or individuals; no client-facing advisory activities or business activity descriptions were provided in the profile. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state or pension consultant adviser. No affiliations or additional activity detail were supplied.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Keith Winters

    Keith Winters

    Chief Compliance Officer / Chief Financial OfficerCRD 3126316

Contacts

3 of 16
  • Kristen Talgo

    Kristen Talgo

    Senior DirectorCRD 1006408

  • George Varughese

    George Varughese

    Managing DirectorCRD 1070353

  • Dean Asofsky

    Dean Asofsky

    Managing DirectorCRD 2796366

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
100 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth