STG Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
10
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 a limited liability company that registered with the SEC in 2023. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator or an active ESG investor. Several administrative flags are negative — it is not listed as a multi-state adviser, not labelled a newly formed adviser in the snapshot, and has no declared pension consultant or related-adviser status in the provided record. The firm has not supplied details about its advisory activities, client segments, fee schedules or business lines in the source material. That limits firm-level conclusions beyond its registration status and the investment disclosures covered below.

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
  • Amelia Blair

    Amelia Blair

    Chief Compliance OfficerCRD 7012521

  • Kirill Gelman

    Chief Executive OfficerCRD 2981442

Contacts

3 of 8
  • Aidan Padala

    Aidan Padala

    Quantitative TraderCRD 7533148

  • Nicholas Pasquale

    Operations AnalystCRD 8175747

  • Eric Levine

    Head of TradingCRD 4212177

Unlock 5 more contacts

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