Envoy Securities
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 327493
- Registered since
- February 23, 2024
- Website
- envoycapitaladvisors.com
Firm profile
FINTRXOverview
Envoy Securities LLC is registered with the SEC (registration year listed as 2024) and is organized as a limited liability company. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is noted as a mix of a domestic entity and an individual. The available disclosures indicate the firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures about Envoy Securities’ specific business lines, advisory activities, client segments, or fee schedules were not provided. The record is limited, so its primary public footprint at this time appears to be as a registered investment-bank entity rather than a manager of client assets.
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
John Gannon
Managing DirectorCRD 5870502

Alexander Floess
Managing DirectorCRD 6360400

David Churchill
Vice President, Business DevelopmentCRD 6835984
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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