Envoy Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
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 classified in the FINTRX snapshot as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not function as a capital allocator and does not identify itself as an active ESG investor. FINTRX does not supply descriptive detail about Envoy Securities’ business activities, advisory services, client base, fee arrangements, or affiliations. The database also records that the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. FINTRX lists no client or assets-under-management data for the firm, leaving limited public information available for evaluating its scale or typical engagements.

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

    Justin Schleifer

    CEO & Co-FounderCRD 5977433

Contacts

3 of 17
  • John Gannon

    John Gannon

    Managing DirectorCRD 5870502

  • Alexander Floess

    Alexander Floess

    Managing DirectorCRD 6360400

  • David Churchill

    David Churchill

    Vice President, Business DevelopmentCRD 6835984

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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