ALVAREZ & MARSAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2004
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 organized as a limited liability company and is categorized in the source data as an investment bank. It has been SEC-registered since 2004. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided information. The dataset does not include details on business lines, advisory activities, client segments, or fee schedules. There is no information about any affiliations or industry awards in the source material.

Assets & Accounts

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

    Chief Compliance Officer / Chief Financial OfficerCRD 3126316

Contacts

3 of 16
  • PATRICIA MURPHY

    Managing DirectorCRD 2851475

  • Ryan Ho

    AnalystCRD 7592628

  • KRISTEN TALGO

    Senior DirectorCRD 1006408

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth