PGB Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Bedminster, New Jersey
CRD number
301472
Registered since
May 1, 2020

Firm profile

FINTRX

Overview

PGB Securities LLC is organized as a limited liability company and is classified in the data set as an investment bank. Ownership is listed as a combination of a domestic entity and an individual, indicating a mixed ownership structure rather than a large corporate parent. The snapshot data does not characterize the firm as a capital allocator or an investment adviser focused on multi-state advisory activity. The firm is not identified as an active ESG investor and is not marked as a pension consultant or a related adviser. Public-facing details about its business lines, client types, fee model, and advisory activities are not provided in the source dataset.

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

Owners & executives

1 of 1
  • Vincent Favaro

    Vincent Favaro

    Chief Compliance OfficerCRD 4163532

Contacts

3 of 10
  • Christopher Colombo

    Christopher Colombo

    Senior Managing DirectorCRD 4302057

  • Lloyd Sacks

    Lloyd Sacks

    Managing DirectorCRD 6552146

  • Kevin Casey

    Kevin Casey

    Managing Director, Head of InvestmentsCRD 2256501

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bedminster, NJ

Somerset

Location

Bedminster, NJ

Headquartered in Bedminster, NJ, 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
Somerset
Address
500 Hills Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth