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 an SEC-registered adviser since 2020. Ownership is listed as a mix of a domestic entity and individual owners. The firm is classified as "Unclassified" in the source data and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include specifics about the firm's business lines, advisory services, client segments, or fee structure.
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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