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CRD#: 123210
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PERIGEE SECURITIES LP is located at 1990 Main Street Ph 11, Sarasota, FL 34236 and was first established at Florida, Delaware in 06/28/2002. After operating for 23 years, PERIGEE SECURITIES LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PERIGEE SECURITIES LP’s clients are individuals and 0% of their clients are high net worth individuals. PERIGEE SECURITIES LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PERIGEE SECURITIES LP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PERIGEE SECURITIES LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PERIGEE SECURITIES LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PERIGEE SECURITIES LP Comes From

Understanding the Statistics for PERIGEE SECURITIES LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1990 Main Street Ph 11, Sarasota, FL 34236
Mailing Address
1990 Main Street Ph 11, Sarasota, FL 34236
Firm Size
Small
Phone Number
(941) 955-0929
Established
Delaware since 06/28/2002
Firm Type
Partnership
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
STROBEL INVESTMENTS LPLIMITED PARTNER
PERIGEE GROUP LLCGENERAL PARTNER
STROBEL, GEORGE LEWIS IIDESIGNATED PRINCIPAL/FINOP/CCO2654327

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at PERIGEE SECURITIES LP

HS

Harris Samuel Sinsley

RR
CRD#: 7976718
Location:
Sarasota, FL 34236
Company:
PERIGEE SECURITIES LP
Disclosures:
Experience:
1 year
View Profile
GO

Grady Daniel Ogara

Grady Daniel O'gara, Grady Daniel Ogara, Grady Ogara
RR
CRD#: 5169239
Location:
Sarasota, FL 34236
Company:
PERIGEE SECURITIES LP
Disclosures:
Experience:
18 years
View Profile
MC

Marman Capinig Cordova

Marman Cordova
RR
CRD#: 6946898
Location:
Sarasota, FL 34236
Company:
PERIGEE SECURITIES LP
Disclosures:
Experience:
7 years
View Profile
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