Aventura Securities, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 142374
- Registered since
- January 16, 2007
- Website
- www.aventuracap.com
Firm profile
FINTRXOverview
Aventura Securities, LLC is organized as a limited liability company and is held by a domestic entity with individual ownership. Industry records classify the firm as "unclassified" and identify it as a non‑capital allocator. The firm's profile flags indicate it is not identified as an active ESG investor, is not listed as a multi‑state adviser, does not operate as a pension consultant, and is not marked as a related adviser or a newly formed adviser. Available records do not include a breakdown of advisory services, client segments, or fee arrangements, so public data does not provide a clear picture of the firm’s investment mandate or target clientele.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Daniel Cauceglia
President and CEOCRD 1490736
Scott Freeze
Founder & CEOCRD 2518935
Contacts
3 of 7
Timothy Moy
Senior VPCRD 5281548

Juan Lopez
Registered Investment AdvisorCRD 6277056
Harold Oshima
PresidentCRD 729355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 5550 Glades Rd
- Time zone
- ET (UTC-5)
- Office locations
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