BGV Securities
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 315086
- Registered since
- October 7, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Roberto Aleman
Chief Executive OfficerCRD 7391383
Contacts
3 of 5Yailing Collazo
CCOCRD 4781297
Lorena Vaca
Operations AssociateCRD 2595148

Emily Abbruzzese
FinOpCRD 4606343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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