Cgis Securities LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 155984
- Registered since
- September 1, 2011
- Website
- www.cgissecurities.com
Firm profile
FINTRXOverview
Cgis Securities LLC is registered with the SEC and organized as a limited liability company. FINTRX records the firm as first registered in 2011 and identifies ownership as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the dataset. The profile contains very limited public detail on client types, fee arrangements, or day-to-day advisory activities. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor; it is also not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser.
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
2 of 2
Jacqueline Rodriguez
Chief Compliance OfficerCRD 6324280
Rigoberto Dapena
CEOCRD 1457405
Contacts
3 of 13Benjamin Bull Soruco
Vice President, InvestmentsCRD 6463155
Saul Dahan
Vice President, Registered RepresentativeCRD 6154806

Gustavo Rivas Tapia
Registered RepresentativeCRD 6491158
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
- 990 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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