Montec Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 309706
- Registered since
- April 27, 2021
- Website
- montecsecurities.com
Firm profile
FINTRXOverview
Montec Securities LLC is organized as a limited liability company and is listed as an SEC-registered adviser with an initial registration year of 2021. Public records classify the firm as unclassified rather than attaching it to a common advisory model (for example, independent RIA or broker-dealer affiliate). Ownership is identified generically as a combination of a domestic entity and an individual. Available firm-level data show a narrow operational footprint: Montec does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multistate adviser. The firm is not recorded as a pension consultant, related adviser, or a newly formed adviser under the categories captured in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Rania Perry
CEOCRD 7795182
Contacts
3 of 8
Matthew Rinaldi
Fixed Income TraderCRD 5151015

Geoffrey Fitzgerald
TraderCRD 7372128

Scott Brown
FinOpCRD 6694802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 510 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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