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 in public records as an investment bank. The firm appears on SEC records with an initial registration year of 2020. Ownership is identified as a combination of a domestic entity and an individual. Public disclosures for PGB Securities are sparse: several standard fields (client base, fee structure, specific business or advisory activities) are blank in the source material. The firm is not listed as a capital allocator, is not identified as an active ESG investor, and is not reported 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
  • Timothy O'brien

    Registered RepresentativeCRD 6195841

  • Marc Hirschfield

    Registered RepresentativeCRD 4479868

  • Christopher Tomai

    Christopher Tomai

    Senior Managing DirectorCRD 5157017

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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