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 recorded as having registered with the SEC in 2020. FINTRX lists the owner type as a mix of a domestic entity and an individual and classifies the firm as "unclassified." The record indicates the firm does not operate as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has not provided details in the FINTRX profile about its client segments, fee schedules, or the precise advisory and business activities it conducts. Those disclosures are absent from the available record.
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
Anne 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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