Bruce A. Lefavi Securities, Inc.

Broker-DealerFINRA MemberEst. 1981
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
10684
Registered since
December 17, 1981

Firm profile

FINTRX

Overview

Bruce A. Lefavi Securities, Inc. is a corporation that has been registered with the SEC since 1981. The firm is owned by an individual and is classified as "unclassified" in the available snapshot data. The record indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. The available profile contains minimal descriptive detail about the firm's business lines, client segments, fee schedule or advisory activities. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

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 5
  • Stuart Enterline

    Stuart Enterline

    President, CCOCRD 6828729

  • Jeffrey Kemp

    Jeffrey Kemp

    Wealth AdvisorCRD 5986765

  • Jay Greenburg

    Jay Greenburg

    Wealth AdvisorCRD 6153353

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth