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ML

Matthew J. Lantieri

I-BANKERS SECURITIES
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 4195681
ML

Professional summary

Matthew J Lantieri, who also goes by Matt Lantieri, is a registered financial professional currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida and IB CAPITAL LLC located in Boca Raton, Florida.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 4 firms and has passed the SIE and Series 99 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matt Lantieri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew J Lantieri's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 5, 2023 - Present

I-BANKERS SECURITIES, INC.

Office #1: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432Office #2: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
BD
CRD#: 41352
Boca Raton, FL
Current

May 20, 2024 - Present

IB CAPITAL LLC

Office #1: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
BD
CRD#: 315886
Boca Raton, FL
Past

November 1, 2018 - June 11, 2024

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
Boca Raton, FL
Past

August 27, 2012 - November 2, 2018

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 8/23/2012
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

IC
IB CAPITAL LLC
IB CAPITAL LLC

CRD#: 315886 / SEC#: , 8-70754

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
51 Kings Court Apt 14-b, San Juan, PR 00911
Mailing Address
51 Kings Court Apt 14-b, San Juan, PR 00911
Phone number
(929) 999-7905
Established
Puerto Rico since 06/10/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MCCRORY, JAMES MICHAELCEO/CCO2366988
LEONARD, SHELLEY KAYOWNER2401474
FLORIANI, PAOLO ERMENEGILDOOWNER2760686
SAMSON, EDWARD GREGORYCFO/FINOP2041321

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IB CAPITAL LLC

CRD#: 315886Boca Raton, FL 33432

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