Securities Club Broker-Dealer, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Palm Beach, Florida
CRD number
284893
Registered since
November 8, 2016

Firm profile

FINTRX

Overview

Securities Club Broker-Dealer, LLC is organized as a limited liability company and is identified in FINTRX as a broker-dealer entity. The record shows an SEC registration year of 2016 and indicates ownership that involves a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot and is not identified as a capital allocator, active ESG investor, multi-state adviser, pension consultant, or related adviser. There is no detail in the provided dataset about the firm's advisory activities, client mix, fee model, or specific business lines beyond the organizational descriptors above.

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

Contacts

3 of 5
  • Pallavi Gondipalli

    Pallavi Gondipalli

    CRD 5329091

  • Nicholas Avello

    Nicholas Avello

    AccountantCRD 1488144

  • Ernest Williams

    Managing DirectorCRD 861627

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach, FL

Palm Beach

Location

Palm Beach, FL

Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
250 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth