PGB Securities LLC
Firm details
- Headquarters
- Bedminster, New Jersey
- CRD number
- 301472
- Registered since
- May 1, 2020
- Website
- www.peapackprivate.com
Firm profile
FINTRXOverview
PGB Securities LLC is organized as a limited liability company and is registered with the SEC as of 2020. The firm is classified as an investment bank and is owned at the domestic entity and individual level. Public disclosures indicate it does not act as a capital allocator and is not positioned as an active ESG investor. Regulatory-related flags show the firm is not registered as a multi-state adviser, is not marked as a newly formed adviser for reporting purposes, and is not identified as a pension consultant or related adviser. The snapshot contains limited operational detail: fee schedule, client base descriptions and specific advisory or business activities were not provided in the available record.
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
1 of 1
Vincent Favaro
Chief Compliance OfficerCRD 4163532
Contacts
3 of 10
Christopher Colombo
Senior Managing Director, Wealth AdvisorCRD 4302057

Lloyd Sacks
Managing DirectorCRD 6552146

Kevin Casey
Managing Director, Head of InvestmentsCRD 2256501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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