Founded in 2017 in California, Broad Investment Securities is registered with the U.S. SEC and holds a Registered Investment Advisor (RIA) license. Our mission is to build the world’s premier investment advisory platform by centering our services on clients, leveraging the Internet, and harnessing cutting-edge technology.We seamlessly blend quantitative trading with traditional analysis to deliver safe, professional, intelligent, and efficient financial products and services—helping clients benefit from both technological innovation and sound investment guidance.

Through our partnership with Interactive Brokers, we offer end‑to‑end support for securities account opening, order execution, risk management, and asset liquidation. Interactive Brokers is a leading U.S. online brokerage regulated and protected by the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and the Securities Investor Protection Corporation (SIPC).
Information disclosure:
Form CRS 2025.pdf
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ADV Part 2A Final 1.3.25.pdf
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Broad investment securities LLC service@broadfsc.com

Los Angeles (Global Headquarters)

1801 S. Myrtle Ave #, Monrovia, CA 91016

+1 626 787 3377

Gaborone

Plot 10061 Nkrumah Road, Gaborone, Botswana

+267 395 3879

Cape Town (Planned)

Kuala Lumpur (Asia Regional Headquarters)

Pavilion Embassy, Tower B, Level 30-05,Jalan Ampang, 50450,

+60 111 666 8917

Tokyo

Broad International Holdings株式会社

Sky Cheng

080-5733-8899


Taipei

Room 1712, 17F, Taipei World Trade Center International Trade Building, No. 333, Section 1, Keelung Road, Xinyi District

Chief Representative in Taiwan:Jolin Chang

+886 0901-131544

Beijing (Greater China Regional Headquarters)

Room 5043, Block B, 1008 Huihe South, Street, Chaoyang District

+86 400 1165 001

Shanghai

Unit D, 18th Floor, Huasheng Building, No. 398 Hankou Road, Huangpu District

Shenzhen

Room 4301, 43rd Floor, Huangting Center, No. 350 Fuhua Road, Futian District

Main Services
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Investment Advisory Services
Investment Research Analysis
Stock Account Opening
Quantitative Trading
Development Path
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2017
Registered and licensed with the US SEC
2019
Developed in house quantitative trading system
2021
Strategic partnership with Interactive Brokers
Founded in California, USA
2018
Began our global investment advisory business
2020
Established our Beijing, China branch
2022