Ibkr Securities Services LLC

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
33319
Registered since
December 15, 1982

Firm profile

FINTRX

Overview

Ibkr Securities Services LLC is an SEC-registered limited liability company that has been on the SEC registry since 1982. Publicly available records classify the firm as "unclassified" and identify its owner type as a domestic entity and individual. The firm is not designated as a capital allocator and does not list itself as an active ESG investor, a pension consultant, a related adviser, or a multi-state or newly formed adviser. The firm has provided very limited detail about its advisory activities, client segments, fee structures, or investment preferences in the source data. That lack of disclosure makes it difficult to characterize its client-facing services, target markets, or typical investment approach from the available summary information.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Denis Mendonca

    Denis Mendonca

    Chief Accounting OfficerCRD 4888836

  • Milan Galik

    Milan Galik

    Chief Executive Officer & PresidentCRD 2204066

  • Paul Brody

    CFOCRD 1722066

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Contacts

3 of 11
  • Jose Galavis Leefmans

    Jose Galavis Leefmans

    ComplianceCRD 5334358

  • Jeffrey O'brien

    Compliance AnalystCRD 5936608

  • Brian Sussman

    Operations ManagerCRD 1998615

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
3 Pickwick Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth