KBD Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104110
Registered since
December 20, 2000

Firm profile

FINTRX

Overview

KBD Securities, LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm is classified in the dataset as "Unclassified," and the record identifies it as not operating as a capital allocator. It is not flagged as an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or as having a related adviser relationship. Beyond those classification tags, the dataset does not provide descriptive detail about KBD Securities' business activities, advisory services, client segments, or fee schedules.

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

Owners & executives

2 of 2
  • Russell Grimaldi

    Russell Grimaldi

    Chief Compliance Officer & Associate General CounselCRD 5210776

  • Alun Williams

    Chief Operating OfficerCRD 4331633

Contacts

3 of 21
  • Jay Kesslen

    General Counsel, Managing DirectorCRD 4335392

  • Robert Uly

    Robert Uly

    Vice PresidentCRD 1074398

  • John Becker

    John Becker

    CRD 1470470

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1270 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