Broadspan Securities LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
114423
Registered since
February 11, 2002

Firm profile

FINTRX

Overview

Broadspan Securities LLC is organized as a limited liability company and is classified as an investment bank and placement agent. The firm appears to operate primarily as an intermediary rather than as an asset manager: it is not identified as a capital allocator, is not a multi-state adviser, and does not list related-adviser or pension-consulting roles. The firm is marked as not being an active ESG investor.

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
  • Michael Gerrard

    Michael Gerrard

    CEOCRD 3008631

Contacts

1 of 1
  • Noah Kessler

    Noah Kessler

    Managing DirectorCRD 4435573

Wealth teams

FINTRX

Newly hired reps

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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
1441 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth