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 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
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 1JUSTIN SCHLEIFER
CEO & Co-FounderCRD 5977433
Contacts
3 of 13Andrew Blake
Investment Banking AnalystCRD 7879842
Blake Martin
Vice PresidentCRD 7944197
ALEXANDER FLOESS
Managing DirectorCRD 6360400
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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