CROWDVEST SECURITIES LLC
Firm details
- Headquarters
- Hutchinson Island, Florida
- CRD number
- 288827
- Registered since
- January 17, 2018
Firm profile
FINTRXOverview
Crowdvest Securities LLC is a limited liability company that registered with the SEC in 2018 and is owned by an individual. The firm is classified as unclassified in the source taxonomy. The dataset flags the firm as not operating as a capital allocator, not a multi-state adviser, not active on ESG criteria, not a pension consultant, and not a related adviser. No client segmentation, fee model, or advisory activity descriptions were provided 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 3RICARDO CLARKE
FinOpCRD 6253240
FRANK LARDINO
Owner, PresidentCRD 4104690
NICOLE BRINKERHOFF
CRD 5742266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hutchinson Island, FL
SAINT LUCIE
Location
Hutchinson Island, FL
Headquartered in Hutchinson Island, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- SAINT LUCIE
- Address
- 21 Sovereign Way
- Time zone
- ET (UTC-5)
- Office locations
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