Lbmz Securities, Inc.

Broker-DealerFINRA MemberEst. 1978
Total AUM
—
Advisory reps
61
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
7874
Registered since
December 15, 1978

Firm profile

FINTRX

Overview

Lbmz Securities, Inc. is organized as a corporation and appears on SEC records with an original registration year of 1978. The firm’s ownership is listed as a mix of a domestic entity and an individual; it is classified in the source as “unclassified.” The record indicates Lbmz Securities does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing information about the firm’s business model, advisory services, fee schedules, or investment mandate is not provided in the available record. That limits visibility into how the firm sources mandates, structures client relationships, or constructs portfolios.

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

3 of 5
  • Frank Lanza

    Chief Compliance OfficerCRD 4215640

  • Leonard Zacks

    CEOCRD 806891

  • Mitchel Zacks

    Mitchel Zacks

    CEOCRD 2649079

Unlock 2 more executives →

Contacts

3 of 56
  • Gregory Karolich

    Gregory Karolich

    Regional Vice PresidentCRD 5739044

  • Michael Caterina

    Michael Caterina

    Regional Vice PresidentCRD 5831316

  • Salvatore Esposito

    Salvatore Esposito

    Managing Director, Head of ETF ProductCRD 5869213

Unlock 53 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
101 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth