Bruce A. Lefavi Securities, Inc.
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 10684
- Registered since
- December 17, 1981
Firm profile
FINTRXOverview
Bruce A. Lefavi Securities, Inc. is organized as a corporation and has been SEC-registered since 1981. The firm is individually owned and is classified in FINTRX’s data as "Unclassified." Public records flag several negative designations: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. FINTRX does not include descriptive entries for the firm's business lines, advisory activities, client segments, or fee arrangements, so there is no publicly recorded profile of its investment strategy, target clients, or typical engagement model in the source dataset.
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 5Jay Greenburg
Wealth AdvisorCRD 6153353

Jeffrey Kemp
Wealth AdvisorCRD 5986765
Ian Ramsrud
Manager of OperationsCRD 6002449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 2323 S Foothill Dr
- Time zone
- MT (UTC-7)
- Office locations
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