Albert Securities, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Santa Barbara, California
CRD number
305928
Registered since
December 1, 2020
Website
albert.com

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 16
  • Anne DeSantis

    Anne DeSantis

    Conversion SpecialistCRD 7084750

  • Vadim Verdyan

    Vadim Verdyan

    Director of OperationsCRD 7042106

  • Michael Friedman

    Michael Friedman

    Broker DealerCRD 6381659

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth