LAFISE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
115624
Registered since
May 17, 2002

Firm profile

FINTRX

Overview

Lafise Securities LLC is an SEC-registered limited liability company formed in 2002. FINTRX classifies it as an unclassified adviser that is neither a capital allocator nor a related adviser. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser in the FINTRX profile, and is not listed as a pension consultant. Ownership is identified as domestic entity/individual. Public disclosures do not include details on client segments, fee schedule, or specific advisory business lines.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Sovereign Bonds 95%, Cash & Cash Equivalents 5%95%
  • Sovereign Bonds95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Jose Navarro

    CEOCRD 7278758

Contacts

2 of 2
  • Dean Vernoia

    Registered RepresentativeCRD 1723925

  • LUISA FRANCHY

    FinOpCRD 4451108

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
2340 S Dixie Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth