Founded in 1876, Ladenburg Thalmann Financial Services, Inc. is a publicly traded financial services holding company that provides a broad array of wealth management, capital markets, and investment banking services. Through its principal subsidiary, Ladenburg Thalmann & Co. Inc., the firm offers full-service brokerage, investment advisory, research, and underwriting solutions to a diverse client base that includes high-net-worth individuals, family offices, corporations, municipalities, and nonprofit organizations.
In the wealth management segment, Ladenburg Thalmann operates multiple independent brokerage channels under well-known brands such as Securities America, Triad Advisors, and Investacorp. These channels support financial professionals with retirement planning, portfolio construction, insurance solutions, and access to alternative investments. The investment banking division specializes in mergers and acquisitions advisory, equity and debt offerings, private placements, and strategic advisory services focused on middle-market companies. A dedicated research team publishes equity and fixed-income market analyses across various industry sectors and geographies.
Over its long history, the firm has grown through strategic acquisitions, including the addition of NewEdge Wealth to enhance fixed-income and equity trading capabilities. Leadership is spearheaded by Michael M. Mattera, President and Chief Executive Officer, alongside an executive team with extensive experience in finance, regulatory compliance, and technology integration. Ladenburg Thalmann emphasizes alignment between advisors and clients, transparent fee structures, and adherence to fiduciary best practices.
With offices spanning major financial centers and regional markets, the company leverages both its branch network and digital platforms to deliver customized advice and services. Ongoing investments in advanced trading analytics, cybersecurity, and client-facing portals aim to streamline operations and enhance the client experience. As an established player in the financial services industry, Ladenburg Thalmann continues to pursue a diversified business model to support long-term growth and value creation for its stakeholders.
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