BGV Securities

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
315086
Registered since
October 7, 2022

Firm profile

FINTRX

Overview

BGV Securities is organized as a limited liability company and was first registered with the SEC in 2022. Ownership is reported as a combination of a foreign entity and an individual. The firm is categorized as "unclassified" in the available snapshot and is not identified as a capital allocator. It also does not report being an active ESG investor and is not flagged as a multi-state adviser in the provided data. The dataset does not disclose specifics about the firm’s client segments, fee schedules, core business lines, or detailed advisory services. That lack of operational detail in the snapshot constrains assessment of how the firm positions itself in the market or the client types it targets.

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
  • Roberto Aleman

    Chief Executive OfficerCRD 7391383

Contacts

3 of 5
  • Yailing Collazo

    CCOCRD 4781297

  • Lorena Vaca

    Operations AssociateCRD 2595148

  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
Miami Dade
Address
201 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth