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 is recorded with the SEC as of 2018. FINTRX classifies the firm as unclassified and lists the owner type as a combination of a domestic entity and an individual. The firm's profile indicates it is not identified as a capital allocator, is not marked as an active ESG investor, and is not registered as a multistate adviser. The available records do not include details about advisory mandates, target client segments, or specific services offered.
Assets & Accounts
Investments & Alternatives
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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