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CRD#: 315086
BD

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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

BGV SECURITIES is located at 201 S Biscayne Blvd Suite 1130, Miami, FL 33131 and was first established at Florida, Florida in 06/03/2021. After operating for 4 years, BGV SECURITIES 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 BGV SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. BGV SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BGV SECURITIES 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 BGV SECURITIES‘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 BGV SECURITIES. 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 BGV SECURITIES Comes From

Understanding the Statistics for BGV SECURITIES 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
201 S Biscayne Blvd Suite 1130, Miami, FL 33131
Mailing Address
201 S Biscayne Blvd Suite 1130, Miami, FL 33131
Firm Size
Small
Phone Number
(305) 615-2101
Established
Florida since 06/03/2021
Firm Type
Limited Liability Company
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#
BGV SECURITIES HOLDINGS USAMEMBER
ABBRUZZESE, EMILY COPELANDFINOP4606343
ALEMAN, ROBERTO RAMONCHIEF EXECUTIVE OFFICER7391383
COLLAZO, YAILINGCHIEF COMPLIANCE OFFICER4781297

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

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Advisor's working at BGV SECURITIES

YC

Yailing Collazo

IAR
RR
CRD#: 4781297
Location:
Miami, FL 33131
Company:
BGV FINANCIAL ADVISORS
Disclosures:
Experience:
10 years
View Profile
EA

Emily Copeland Abbruzzese

Emily Copeland Sagenkahn
RR
CRD#: 4606343
Location:
New York, NY 10281
Company:
ALLIED MILLENNIAL PARTNERS, LLC
Disclosures:
Experience:
23 years
View Profile
RA

Roberto Ramon Aleman

Roberto Ramon Aleman Ruiz
RR
CRD#: 7391383
Location:
Miami, FL 33131
Company:
BGV SECURITIES
Disclosures:
Experience:
3 years
View Profile
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