Investifi Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
St Petersburg, Florida
CRD number
289604
Registered since
March 21, 2018

Firm profile

FINTRX

Overview

Investifi Securities LLC is organized as a limited liability company and has been SEC-registered since 2018. Public filings classify the firm as "unclassified" and identify its ownership as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator and does not report active ESG investing. It is not registered as a multi-state adviser, is not described as newly formed, and is not identified as a pension consultant or a related adviser. FINTRX records include limited detail on the company's business activities, advisory services, fee structure, or client segmentation.

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 7
  • Viky Salazar

    Manager of B/D & IA OperationsCRD 2589742

  • Conner Wagstaff

    Conner Wagstaff

    DirectorCRD 1427591

  • Joe Chung

    Joe Chung

    Compliance ManagerCRD 2428230

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
136 4th St N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth