Inte Securities LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
84
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
47107
Registered since
October 18, 1999

Firm profile

FINTRX

Overview

Inte Securities LLC is organized as a limited liability company and has been SEC-registered since 1999. The firm is classified in the dataset as an investment bank and is listed as individually owned. The available records indicate it does not function as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Key operational details common to advisory firms — such as stated business activities, advisory services, client segments, and fee structure — are not reported in the source data. The combination of its investment-bank classification and the lack of advisory detail in the record points to a profile focused away from traditional registered investment-adviser asset management, at least within the reporting fields provided.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Conor Smyth

    Conor Smyth

    President, CEOCRD 6427427

  • Alyssa Noto

    Alyssa Noto

    Chief Marketing OfficerCRD 4907621

  • Stephanie Rieben-de Roquefeuil

    Stephanie Rieben-de Roquefeuil

    CEO and FounderCRD 5683181

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Contacts

3 of 76
  • Evan Goldschneider

    Evan Goldschneider

    Registered RepresentativeCRD 2846636

  • Robert Kalish

    Registered RepresentativeCRD 2060056

  • Hillyer Kemp

    CRD 267441

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
7000 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth