Investifi Securities LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 289604
- Registered since
- March 21, 2018
Firm profile
FINTRXOverview
Investifi Securities LLC is organized as a limited liability company and registered with the SEC in 2018. The firm is listed as having both a domestic-entity and individual ownership structure and is classified as unclassified in the available records. It is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not designated a multi-state adviser. The firm is likewise not marked as a pension consultant, related adviser, or a newly formed adviser in the supplied data.
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 7Jessica Cevallos
DirectorCRD 8063856
Deanna Collier
Senior Vice President Operations & ComplianceCRD 3025488
Viky Salazar
Manager of B/D & IA OperationsCRD 2589742
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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