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 shows an SEC registration date of 2024. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and its profile indicates it is not a capital allocator, not an active ESG investor, and not registered as a multi-state adviser. The profile also shows the firm is not identified as a pension consultant or related adviser. The public record for the firm is sparse: key operational details such as fee structure, stated client segments, and the firm's advisory or business activities are not reported in the available data. Those gaps, together with an unclassified designation, suggest the firm either operates in a narrow or nontraditional capacity or has provided limited disclosure to data providers.

Assets & Accounts

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
  • Raymond Lindsley

    Raymond Lindsley

    Compliance ManagerCRD 1279932

  • Ivana Shumberg

    FinOpCRD 3167225

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