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 a limited liability company that registered with the SEC in 2020 and is classified in the dataset as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not characterized as a capital allocator and is not listed as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available records. Details about the firm’s advisory activities, fee schedule, client types, and broader business lines are not present in the source data, so there is no public description of how the firm positions itself commercially or what specific services it markets to clients.

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

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