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 appears on SEC records as a registered adviser since 2020. FINTRX lists the firm’s ownership as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the dataset and does not report acting as a capital allocator, pension consultant, related adviser, or a multi-state adviser. FINTRX also flags that the firm is not identified as an active ESG investor. Public-facing detail about Albert Securities’ advisory focus, client types, fee model, investment process, or product lineup is not provided in the available data. The limited disclosures in FINTRX suggest the firm maintains a narrow public footprint: besides its registration and entity type, key operational and investment characteristics are not reported.
Assets & Accounts
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 16Anne DeSantis
Conversion SpecialistCRD 7084750
VADIM VERDYAN
Director of OperationsCRD 7042106
MICHAEL FRIEDMAN
Broker DealerCRD 6381659
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
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