Aventura Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
142374
Registered since
January 16, 2007

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Daniel Cauceglia

    Daniel Cauceglia

    President and CEOCRD 1490736

  • Scott Freeze

    Founder & CEOCRD 2518935

Contacts

3 of 7
  • Timothy Moy

    Timothy Moy

    Senior VPCRD 5281548

  • Juan Lopez

    Juan Lopez

    Registered Investment AdvisorCRD 6277056

  • Harold Oshima

    PresidentCRD 729355

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth