BANCTRUST SECURITIES USA

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
313116
Registered since
March 8, 2022

Firm profile

FINTRX

Overview

Banctrust Securities USA is organized as a limited liability company and registered with the SEC in 2022. Public records classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The snapshot disclosures indicate the firm is not a multi-state adviser, not a related or pension consultant adviser, and it does not identify itself as a capital allocator. Several standard fields — including client segments, fee structure, business and advisory activities — are not disclosed in the available summary.

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
  • ROBERT LEBOWITZ

    Chief Compliance OfficerCRD 2664643

Contacts

3 of 3
  • KIMON ROUSSOS

    DirectorCRD 5300249

  • CARLOS FUENMAYOR

    Chairman and DirectorCRD 4055839

  • Andrea Graterol

    SalesCRD 7656496

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
620 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth