Glidepath Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Opa Locka, Florida
CRD number
337460
Registered since
March 13, 2026

Firm profile

FINTRX

Overview

Glidepath Securities, LLC is organized as a limited liability company under individual ownership. Publicly available profiling categorizes the firm as "unclassified," and its disclosures show limited operational detail about advisory products or client segments. The firm is not identified as a capital allocator and does not report engagement as an ESG investor. Available metadata also indicates Glidepath Securities does not present itself as a multi-state adviser, a pension consultant, a related adviser to another registered entity, or a newly formed adviser. Beyond those structural flags, the firm has not provided information about its investment programs, fee arrangements, or target client types.

Assets & Accounts

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

Contacts

3 of 5
  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

  • Eli Wishnivetski

    Eli Wishnivetski

    Founding MemberCRD 4424907

  • Joel Kleiner

    Joel Kleiner

    FinOpCRD 7450898

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Opa Locka, FL

Miami Dade

Location

Opa Locka, FL

Headquartered in Opa Locka, 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
14200 Nw 42nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth