Financial Security Management, Incorporated

Broker-DealerFINRA MemberEst. 1997
Total AUM
—
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Virginia Beach, Virginia
CRD number
43000
Registered since
May 14, 1997

Firm profile

FINTRX

Overview

Financial Security Management, Incorporated is a corporation that has been SEC-registered since 1997. The firm is listed as a domestically owned entity with individual ownership and is categorized as unclassified in the available registry data. The snapshot flags a number of negative attributes rather than detailing specialties: it is not identified as a capital allocator, does not report being an active ESG investor, is not flagged as a pension consultant, and is not listed as a related adviser. The record also indicates the firm is not newly formed and does not present itself as a multi-state adviser in the FINTRX snapshot. FINTRX does not supply further public detail on the firm’s advisory activities, business lines, fee schedules, client segments, or investment approach, so there is limited visibility into strategy, product mix, or target client profiles.

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
  • Kristy DeJarnette

    Kristy DeJarnette

    Chief Operating OfficerCRD 7632290

Contacts

3 of 37
  • Christopher Ryan

    Christopher Ryan

    Financial AdvisorCRD 3255875

  • Frederick Conti

    Financial RepresentativeCRD 4122875

  • Enrique Tomeu

    Enrique Tomeu

    Financial AdvisorCRD 4135410

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Virginia Beach, VA

Virginia Beach City

Location

Virginia Beach, VA

Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
Virginia Beach City
Address
477 Viking Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth