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 registered with the SEC in 2020. Public registry fields classify the firm as "Unclassified" and indicate ownership by a domestic entity and an individual. The available filings flag the firm as not being a capital allocator, not engaged as a multi-state adviser, not active on ESG, and not serving as a pension consultant or related adviser. The firm did not supply descriptions of its advisory activities, business lines, fee schedules, or client segments in the source data. Those omissions, together with the registry flags, point to either a very small-scale operation or limited public reporting of its advisory business.
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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