ENVOY SECURITIES

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
327493
Registered since
February 23, 2024

Firm profile

FINTRX

Overview

Envoy Securities is organized as a limited liability company and is recorded as SEC-registered in 2024. FINTRX classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The record indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. It is also not marked as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser per the FINTRX snapshot. The firm has provided minimal public detail about its business lines, fee schedules, client types, or specific advisory activities. The available data therefore focuses on legal form and regulatory status rather than investment strategy or client servicing model.

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
  • JUSTIN SCHLEIFER

    CEO & Co-FounderCRD 5977433

Contacts

3 of 13
  • Andrew Blake

    Investment Banking AnalystCRD 7879842

  • Blake Martin

    Vice PresidentCRD 7944197

  • ALEXANDER FLOESS

    Managing DirectorCRD 6360400

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth