Florida Atlantic Securities Corp.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 43272
- Registered since
- August 5, 2026
- Website
- www.floridaatlantic.net
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Charitable Organizations65.5%
- HNWI30.27%
- Individuals3.18%
- Pooled Investment Vehicles1.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Florida Atlantic Securities Corp. is a broker‑dealer and registered investment adviser that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and selects third‑party advisers. It also sponsors and acts as a general partner or managing member of pooled funds. Fee arrangements include asset‑based fees, performance‑linked compensation and other fee structures. The firm is organized as a corporation and has been SEC‑registered since 1997. It does not identify as an active ESG investor and is not described as a multi‑state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- State & Local Bonds21%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2William Beaney
Chief Executive OfficerCRD 5138058

Alan Pareira
CEOCRD 356287
Contacts
3 of 4Gabriel Requena
Operations PrincipalCRD 4413123

Samuel Budlong
Vice PresidentCRD 1980093
Barbara Ann Pareira
CRD 5890097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 9130 S Dadeland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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