STG Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
322438
Registered since
July 26, 2023

Firm profile

FINTRX

Overview

STG Securities, LLC is organized as a limited liability company and shows SEC registration effective in 2023. Publicly listed firm attributes indicate mixed ownership (domestic entity, foreign entity and individual owners) and an unclassified firm type. FINTRX flags that the firm is not a capital allocator, is not an active ESG investor, and is not positioned as a multi-state adviser or pension consultant. Specific business lines, fee models and client types were not provided in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • Kirill Gelman

    Chief Executive OfficerCRD 2981442

  • Amelia Blair

    Amelia Blair

    Chief Compliance OfficerCRD 7012521

Contacts

3 of 10
  • Daniel Scadron

    Daniel Scadron

    Quantitative ResearcherCRD 1089623

  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

  • Michael Panos

    Michael Panos

    TraderCRD 3044014

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$13.3M in ETFs

Passive

100%

$13.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)State StreetPassiveLarge Value$3.4M6,57825.88%

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
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth