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 that registered with the SEC in 2022. Ownership is described as a combination of a foreign entity and an individual. The firm's regulatory classification in the source record is "unclassified." Several operational flags in the record are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The source record does not list the firm's target client segments, fee schedule, or the specific advisory services it provides. That absence makes it difficult to determine whether BGV Securities is positioned to serve retail high-net-worth households, institutions, or another niche from the stated snapshot alone.

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
  • Roberto Aleman

    Chief Executive OfficerCRD 7391383

Contacts

3 of 5
  • Maureen Athanasiadis

    Maureen Athanasiadis

    Compliance AssociateCRD 8029225

  • Yailing Collazo

    CCOCRD 4781297

  • Emily Abbruzzese

    Emily Abbruzzese

    FinOpCRD 4606343

Unlock 2 more contacts

Wealth teams

FINTRX

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

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