Globetech Securities LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Halfmoon, New York
CRD number
306611
Registered since
September 24, 2020

Firm profile

FINTRX

Overview

Globetech Securities LLC is organized as a limited liability company and registered with the SEC in 2020. Ownership is reported as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available data and is not identified as a capital allocator. The record indicates Globetech is not an active ESG investor, does not operate as a multi-state adviser, is not listed as a newly formed adviser, and does not serve as a pension consultant or a related adviser. Specifics on the firm’s advisory activities, business lines, client types, and fee arrangements were not provided in the source data.

Assets & Accounts

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

Contacts

2 of 2
  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

  • Wendy-sue Elliott

    CCOCRD 5790567

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Halfmoon, NY

Saratoga

Location

Halfmoon, NY

Headquartered in Halfmoon, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Saratoga
Address
440 Grooms Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth