Ibkr Securities Services LLC

Broker-DealerFINRA Member
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 organized as a limited liability company with ownership recorded as both a domestic entity and an individual. The firm is listed in the snapshot as unclassified, and the available profile does not identify traditional advisory lines, client segments, or fee arrangements. The firm is not described as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not newly formed, and is not identified as a pension consultant or a related adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Steven Sosnick

    Steven Sosnick

    Chief StrategistCRD 1666801

  • Paul Brody

    CFOCRD 1722066

  • Milan Galik

    Milan Galik

    Chief Executive Officer & PresidentCRD 2204066

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Contacts

3 of 11
  • Joseph Burke

    Fixed Income Product ManagerCRD 1371029

  • Thomas Peterffy

    Thomas Peterffy

    FounderCRD 1722064

  • Brian Sussman

    Operations ManagerCRD 1998615

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Wealth teams

FINTRX

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