Perigee Securities LP

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Sarasota, Florida
CRD number
123210
Registered since
February 25, 2003

Firm profile

FINTRX

Overview

Perigee Securities LP is organized as a partnership and has been SEC-registered since 2003. Ownership is listed as a mix of a domestic entity and an individual, and the firm’s classification is recorded as unclassified. The firm does not identify itself as a capital allocator. Regulatory-profile fields in the snapshot indicate Perigee Securities LP is not an active ESG investor, is not a multistate adviser, is not a newly formed adviser, and is not a pension consultant or related adviser. The source record does not provide descriptive entries for client base, fee structure, business activities, or advisory activities.

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

Contacts

3 of 9
  • Benjamin Zachariah

    Benjamin Zachariah

    DirectorCRD 6946904

  • Jeffrey Rubin

    Jeffrey Rubin

    Managing PartnerCRD 7328367

  • Grady Ogara

    Grady Ogara

    Senior AssociateCRD 5169239

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sarasota, FL

Sarasota

Location

Sarasota, FL

Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
1990 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth