Envoy Securities
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 327493
- Registered since
- February 23, 2024
- Website
- envoycapitaladvisors.com
Firm profile
FINTRXOverview
Envoy Securities is organized as a limited liability company and is classified as an investment bank. The firm is SEC-registered as of 2024 and lists ownership by a combination of a domestic entity and an individual. Public disclosures do not identify a client base, fee schedule, or specific advisory activities. The firm does not report being an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator or pension consultant.
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
Owners & executives
1 of 1
Justin Schleifer
CEO & Co-FounderCRD 5977433
Contacts
3 of 17
Andrew Blake
Investment Banking AnalystCRD 7879842
Connor Swarts
Investment Banking Senior AnalystCRD 7983825
Blake Martin
Vice PresidentCRD 7944197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 300 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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