Lafise Securities LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
4
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 the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor or a multi-state adviser. Public disclosures do not provide a detailed breakdown of advisory services or client segments.

Assets & Accounts

Investments & Alternatives

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

    Jose Navarro

    CEOCRD 7278758

Contacts

3 of 3
  • Dean Vernoia

    Dean Vernoia

    Registered RepresentativeCRD 1723925

  • Luisa Franchy

    Luisa Franchy

    FinOpCRD 4451108

  • Nicholas Fonseca

    Nicholas Fonseca

    Registered RepresentativeCRD 8291588

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