- CEO
- None
- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- Address
- Phoenix FL United States of America
- IPO Date
- Jun 4, 2018
- Business
- Ladenburg Thalmann Financial Services Inc. operates as a diversified financial services holding company, primarily providing independent brokerage and advisory services; investment banking, equity research, institutional sales and trading; asset management; wholesale life insurance brokerage; and trust services through subsidiaries including Ladenburg Thalmann & Co. Inc., Securities America Inc., Securities Service Network LLC, Investacorp Inc., Triad Advisors LLC, KMS Financial Services Inc., Ladenburg Thalmann Asset Management Inc., Premier Trust Inc., and Highland Capital Brokerage Inc. The company, founded in 1876 and headquartered in Miami, Florida, supports over 4,000 independent financial advisors nationwide with approximately $125 billion to $450 billion in client assets, targeting retail investors, high-net-worth individuals, institutions, and middle-market companies with a focus on sectors such as yield-based equities, energy, healthcare, REITs, and special situations. It maintains a nationwide U.S. presence with historical roots in New York and conducts operations through three main segments: independent brokerage and advisory, Ladenburg investment banking and capital markets, and insurance brokerage. In recent developments, the company was acquired by Advisor Group (now Osaic Inc.) in February 2020 for $1.3 billion, significantly expanding its advisor network; in May 2024, Ladenburg Thalmann & Co. Inc. appointed Barry Steiner and Mike Gideon as co-Chief Executive Officers to drive middle-market investment banking growth; and in 2024-2025, it bolstered its capabilities through key hires including veteran REIT analyst Floris van Dijkum, Daniel Blood as co-head of investment banking and head of financial institutions group, and Managing Director Adam Cabibi, alongside launching events like the Ladenburg Innovation EXPO25 and new platforms such as Dynamix.