BAMBOO SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318434
Registered since
January 12, 2024

Firm profile

FINTRX

Overview

Bamboo Securities, LLC is organized as a limited liability company and appears in SEC records with a 2024 registration year. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. The record indicates Bamboo Securities is not an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. Several common firm attributes—fee arrangements, specific business or advisory activities, and client base details—are not reported in the available snapshot.

Assets & Accounts

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

1 of 1
  • YULIANA CHERNYAEVA

    CEOCRD 5272530

Contacts

2 of 2
  • Raymond Lindsley

    Compliance ManagerCRD 1279932

  • IVANA SHUMBERG

    FinOpCRD 3167225

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

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
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth