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 a privately owned corporate broker-dealer and investment firm that has been registered with the SEC since 1981. The firm is recorded as individually owned and its classification in the FINTRX snapshot is “Unclassified.” Publicly available profile entries list no specific business activities or advisory services for the firm. The FINTRX record flags several status points: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. There is limited disclosed information about client types, investment focus, or manager allocations in the available data.
Assets & Accounts
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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