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 SEC-registered as of 2020. FINTRX classifies the firm as Unclassified and lists its owner type as a combination of a domestic entity and an individual. The dataset indicates the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Other operational descriptors in the record—such as client types, fee schedule, specific advisory services, and investment preferences—are not reported in the available data.

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
  • Vadim Verdyan

    Vadim Verdyan

    Director of OperationsCRD 7042106

  • Daniel Demian

    Daniel Demian

    Customer Experience DirectorCRD 7207343

  • Evan Gorenflo

    Evan Gorenflo

    DirectorCRD 6821811

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

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