PGB Securities LLC

Broker-DealerFINRA MemberEst. 2020
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 as an investment bank. The firm registered with the SEC in 2020. Ownership is listed as a combination of a domestic entity and an individual. Publicly reported attributes identify PGB Securities as not acting as a capital allocator and not positioning itself as an active ESG investor. Disclosure fields for client types, fee structure, business activities and advisory services are not provided in the available data, and the firm is not listed as a multi-state adviser, pension consultant, or related adviser.

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 Director, Wealth AdvisorCRD 4302057

  • Lloyd Sacks

    Lloyd Sacks

    Managing DirectorCRD 6552146

  • Kevin Casey

    Kevin Casey

    Managing Director, Head of InvestmentsCRD 2256501

Unlock 7 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth