Perigee Securities LP

Broker-DealerFINRA Member
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 is owned by a combination of a domestic entity and at least one individual. The firm is categorized as "unclassified" in the available data, which typically denotes a low-public-profile or nonstandard business model relative to common RIA classifications. The snapshot data indicate Perigee Securities LP does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the source set. Public disclosures about fee schedules, advisory activities, client segments, or typical investment mandates are not included in the material provided.

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
  • George Strobel

    George Strobel

    FounderCRD 2654327

  • Marman Cordova

    Marman Cordova

    Registered RepresentativeCRD 6946898

  • Benjamin Zachariah

    Benjamin Zachariah

    DirectorCRD 6946904

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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