Icbc Standard Securities Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
35560
Registered since
March 21, 1994

Firm profile

FINTRX

Overview

Icbc Standard Securities Inc. is a corporate securities firm that has been SEC-registered since 1994. Ownership is identified as a mix of a domestic entity and an individual. Public records classify the firm as "Unclassified" and list it as not acting as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not described as a pension consultant or related adviser. Filings do not detail its advisory activities, fee schedule, or core business lines.

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 4
  • Wenyue Gao

    Deputy CEOCRD 7813696

  • Sabeena Liconte

    Sabeena Liconte

    Chief Legal OfficerCRD 5729418

  • John Roncevich

    John Roncevich

    CEOCRD 4723228

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Contacts

3 of 8
  • Alexis Vaughan

    Alexis Vaughan

    DirectorCRD 4825473

  • Xing Xu

    Head of IntegrationCRD 7785977

  • Justin Flores

    Justin Flores

    AssociateCRD 6979198

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1185 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth