Aventura Securities, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
10
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 structured as a limited liability company and is recorded as SEC-registered since 2007. The ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available snapshot and is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Disclosure in the source is limited: there are no firm-level descriptions of its advisory model, fee schedule, client segments, or specific business activities. The regulatory snapshot also indicates it is not a multi-state adviser, even though separate office-location data points to operations in more than one state.

Assets & Accounts

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 8
  • Timothy Moy

    Timothy Moy

    Senior VPCRD 5281548

  • Juan Lopez

    Juan Lopez

    Registered Investment AdvisorCRD 6277056

  • Michael Blaszczyk

    Michael Blaszczyk

    Registered RepresentativeCRD 5736832

Unlock 5 more contacts

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