Albert Securities, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 305928
- Registered since
- December 1, 2020
- Website
- albert.com
Firm profile
FINTRXOverview
Albert Securities, LLC is organized as a limited liability company and is SEC-registered as of 2020. FINTRX classifies the firm as Unclassified and lists its owner type as a combination of a domestic entity and an individual. The dataset indicates the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Other operational descriptors in the record—such as client types, fee schedule, specific advisory services, and investment preferences—are not reported in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 16
Vadim Verdyan
Director of OperationsCRD 7042106

Daniel Demian
Customer Experience DirectorCRD 7207343

Evan Gorenflo
DirectorCRD 6821811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 126 E Haley St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Blakeslee and Blakeslee Inc.
Broker-DealerSan Luis Obispo, CA
Greif & Co
Broker-DealerLos Angeles, CA
Kipling Capital, Inc.
Broker-DealerMill Valley, CA
VF Securities
Broker-DealerEl Segundo, CA
American Investors Co
Broker-DealerSan Ramon, CA
Montrose Securities International
Broker-DealerSausalito, CA