Pinebridge Securities LLC

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
5967
Registered since
July 25, 1971

Firm profile

FINTRX

Overview

Pinebridge Securities LLC is organized as a limited liability company and is registered with the SEC; its registration is dated to 1971. The ownership is listed as a mix of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and indicates it does not operate as a capital allocator. It is not identified as an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. Available records do not include a breakdown of client types, fee schedules, specific advisory activities, or business lines, so public-facing detail on the firm’s investment focus and service offerings is minimal.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Sergio Ramirez

    Sergio Ramirez

    Chief Revenue OfficerCRD 4637204

  • Michael Karpik

    Michael Karpik

    Chief Operating OfficerCRD 1709305

Contacts

3 of 23
  • Thomas Cosmer

    Thomas Cosmer

    Managing DirectorCRD 1719101

  • Jarrett Wesner

    Jarrett Wesner

    Business Development AnalystCRD 6975613

  • Lucas Pinter

    Lucas Pinter

    Business Development AnalystCRD 7778632

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
65 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth