American Fidelity Securities, Inc.

Overview

American Fidelity Securities, Inc. is organized as a corporation and is classified as an insurance broker-dealer. The firm’s SEC registration dates to 1969. Ownership is described as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The regulatory and classification details are consistent with a business focused on insurance product distribution and broker-dealer activities rather than on discretionary asset management or investment advisory services.

Assets & Accounts

Location & Offices