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 that has been registered since 2002. Its ownership structure includes both a domestic entity and an individual owner. The firm is classified as unclassified in the source data and does not report acting as a capital allocator. It is not designated as an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser. The dataset does not provide granular descriptions of the firm’s advisory services, client segments, or fee schedules, so the profile focuses on registration status, ownership type, and the limited operational attributes reported.

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

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth