Bamboo Securities, LLC

Broker-DealerFINRA Member
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 is classified in the source data as "Unclassified." Ownership is listed as a mix of a domestic entity and an individual, but the firm has provided minimal public detail about its business model or the advisory services it offers. The snapshot flags several negative indicators: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. Those entries suggest limited operational scope or limited disclosure to the data provider rather than a defined public-facing practice profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Yuliana Chernyaeva

    CEOCRD 5272530

Contacts

2 of 2
  • Ivana Shumberg

    Ivana Shumberg

    PrincipalCRD 3167225

  • Raymond Lindsley

    Raymond Lindsley

    Compliance ManagerCRD 1279932

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth