Investifi Securities LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 289604
- Registered since
- March 21, 2018
Firm profile
FINTRXOverview
Investifi Securities LLC is a limited liability company that shows SEC registration dating to 2018. FINTRX classifies the firm as Unclassified and lists the owner type as a domestic entity and individual. The profile contains minimal detail on the firm’s advisory activities, fee schedule, or client segments; fields for business activities and advisory services were left blank in the source data. The firm is not flagged as a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Viky Salazar
Manager of B/D & IA OperationsCRD 2589742

Conner Wagstaff
DirectorCRD 1427591

Joe Chung
Compliance ManagerCRD 2428230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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