Configure Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
34
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 has been registered with the SEC since 2014. The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. The profile contains minimal public detail about the firm’s client focus, fee arrangements, or day-to-day advisory or business activities; those fields were not provided in the source data. The dataset flags Configure Partners Securities as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multi-state adviser, not a pension consultant, and not noted as 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

Owners & executives

1 of 1
  • Vincent Favaro

    Vincent Favaro

    Chief Compliance OfficerCRD 4163532

Contacts

3 of 33
  • Ella Ward

    Ella Ward

    Vice PresidentCRD 7637385

  • Rory Keenan

    Rory Keenan

    Managing DirectorCRD 2740153

  • Mark Birkett

    Mark Birkett

    Managing DirectorCRD 5437328

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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