Cgis Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
155984
Registered since
September 1, 2011

Firm profile

FINTRX

Overview

Cgis Securities LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. FINTRX classifies the firm as Unclassified and provides minimal public detail about its advisory or business activities. The firm does not appear to be positioned as a capital allocator or as an active ESG investor according to the dataset.

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

2 of 2
  • Rigoberto Dapena

    Rigoberto Dapena

    CEOCRD 1457405

  • Jacqueline Rodriguez

    Jacqueline Rodriguez

    Chief Compliance OfficerCRD 6324280

Contacts

3 of 14
  • Rajiv Shah

    Rajiv Shah

    Managing DirectorCRD 3162156

  • Robert Gilman

    FinOpCRD 1738412

  • Florence Dhainaut

    foreign associateCRD 2713300

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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
990 Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth