Configure Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
165594
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

Configure Partners Securities, LLC is organized as a limited liability company and is registered with the SEC (registration recorded in 2014). FINTRX classifies the entity as an investment bank rather than a typical registered investment adviser or capital allocator. The ownership is listed as a domestic entity and an individual. The dataset includes minimal disclosure about advisory or client-facing activities. FINTRX flags the firm as not a capital allocator, not an active ESG investor, not a multistate adviser and not a pension consultant. Fee structure and stated advisory/business activities are not provided in the available record.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Vincent Favaro

    Vincent Favaro

    Chief Compliance OfficerCRD 4163532

Contacts

3 of 38
  • Ella Ward

    Ella Ward

    Vice PresidentCRD 7637385

  • Rory Keenan

    Rory Keenan

    Managing DirectorCRD 2740153

  • Axel Castro

    Axel Castro

    Investment Banking AnalystCRD 7945810

Unlock 35 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3344 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth