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 reported as a mix of a domestic entity and an individual. The firm is listed in FINTRX as "Unclassified" and provides minimal public detail about its advisory or business activities. Available registry flags indicate Perigee Securities LP is not a capital allocator and does not self-identify as an active ESG investor. It also is not registered as a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or related adviser. The limited public disclosures make it difficult to profile client segments, fee models, or specific advisory services from the available data.

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

Contacts

3 of 9
  • George Strobel

    George Strobel

    FounderCRD 2654327

  • Marman Cordova

    Marman Cordova

    Registered RepresentativeCRD 6946898

  • Benjamin Zachariah

    Benjamin Zachariah

    DirectorCRD 6946904

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