Montminy Securities, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 158368
- Registered since
- April 18, 2012
- Website
- www.montminyco.com
Firm profile
FINTRXOverview
Montminy Securities, LLC is a privately held limited liability company that registered with the SEC in 2012. The firm is classified as an investment bank and is owned by an individual rather than by a larger corporate parent. Public disclosures flag it as not operating as a capital allocator and not positioning itself as an active ESG investor; it is also not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed advisory firm. Filings and the snapshot data provide only a narrow set of operational details, so its business model beyond the investment-bank classification is not extensively documented in the source material.
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
3 of 3Leslie Allan
Managing Director, Chief Operating OfficerCRD 1319617

Joel Montminy
President, CEOCRD 4216976

Adnan Iqbal
Managing Director, Chief Operating OfficerCRD 5965575
Contacts
3 of 8Joseph Bratter
Managing DirectorCRD 2899397

Steven On
Vice PresidentCRD 5805361

Stephen Laver
Senior AdvisorCRD 6928058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 201 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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