IUR Securities LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
299039
Registered since
July 8, 2019

Firm profile

FINTRX

Overview

IUR Securities LLC is organized as a limited liability company and has been SEC-registered since 2019. The firm is owned by an individual and is classified in the source data as "unclassified," with no designation as a capital allocator. The firm's profile flags several negative indicators: it is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or a related adviser. Core details that normally appear for wealth-management firms — such as fee structure, primary advisory activities, client segments, and specific business lines — were not provided in the available records.

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

Owners & executives

2 of 2
  • Gareth Ryan

    Founder and CEOCRD 5780694

  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

Contacts

1 of 1
  • Ivana Shumberg

    FinOpCRD 3167225

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
Miami Dade
Address
999 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth