Mediobanca Securities USA LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
143189
Registered since
July 18, 2007

Firm profile

FINTRX

Overview

Mediobanca Securities USA LLC is a U.S.-registered limited liability company that has been SEC-registered since 2007. FINTRX classifies the entity as unclassified and lists its owner type as a mix of foreign entity and individual ownership. The record indicates the firm does not operate as a capital allocator and is not marked as an active ESG investor. Other operational descriptors in the snapshot—fee structure, advisory and business activities, and client base—are not provided.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Louis Almerini

    Louis Almerini

    Chief Financial OfficerCRD 1605183

Contacts

3 of 9
  • David Achzet

    David Achzet

    RepresentativeCRD 1209132

  • Patrick Mooney

    Patrick Mooney

    Managing DirectorCRD 1334358

  • David Hegarty

    International Equity TraderCRD 2414373

Unlock 6 more contacts

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
1450 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth