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CRD#: 138421
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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

INVESTEC SECURITIES (US) LLC is located at 10 East 53rd Street 22nd Floor, New York, NY 10022 and was first established at New York, Delaware in 09/14/2005. After operating for 20 years, INVESTEC SECURITIES (US) LLC 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 INVESTEC SECURITIES (US) LLC’s clients are individuals and 0% of their clients are high net worth individuals. INVESTEC SECURITIES (US) LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INVESTEC SECURITIES (US) LLC 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 INVESTEC SECURITIES (US) LLC‘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 INVESTEC SECURITIES (US) LLC. 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 INVESTEC SECURITIES (US) LLC Comes From

Understanding the Statistics for INVESTEC SECURITIES (US) LLC 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
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
10 East 53rd Street 22nd Floor, New York, NY 10022
Mailing Address
10 East 53rd Street 22nd Floor, New York, NY 10022
Firm Size
Small
Phone Number
(212) 259-5609
Established
Delaware since 09/14/2005
Firm Type
Limited Liability Company
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
INVESTEC USA HOLDINGS CORP.SOLE MEMBER
GREEN, JONATHAN EVANGENERAL COUNSEL, MANAGER AND DIRECTOR7964267
HADZIC, EMINACHIEF COMPLIANCE OFFICER (08/2025), CORPORATE SECRETARY (05/2022)6316232
NAROV, STEVECHIEF FINANCIAL OFFICER, FINOP, PFO, POO, BRANCH OFFICE MANAGER AND GENERAL SECURITIES PRINCIPAL3060331
ROSENBLUM, SCOTT S.NON-EMPLOYEE DIRECTOR4251370
SUMNER, NOEL JUSTINNON-EMPLOYEE DIRECTOR7448843
VAN DER WALT, MARLENON-EMPLOYEE DIRECTOR7694588

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Advisor's working at INVESTEC SECURITIES (US) LLC

JB

Johannes Beekmans

Hans Beekmans
RR
CRD#: 5584951
Location:
New York, NY 10022
Company:
INVESTEC SECURITIES (US) LLC
Disclosures:
Experience:
17 years
View Profile
KT

Kate Irene Thompson Ms

Kate Irene Ferreira Mrs, Kate Irene Thompson, Kate Thompson Davy Ms
RR
CRD#: 7981716
Location:
New York, NY 10022
Company:
INVESTEC SECURITIES (US) LLC
Disclosures:
Experience:
1 year
View Profile
JC

Jeffrey Man-wai Cheng

Jeffrey Man Wai Cheng, Jeffrey Man-Wai Cheng
RR
CRD#: 5323627
Location:
New York, NY 10022
Company:
INVESTEC SECURITIES (US) LLC
Disclosures:
Experience:
13 years
View Profile
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