Livingfree Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
325166
Registered since
October 4, 2023

Firm profile

FINTRX

Overview

Livingfree Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm is recorded as SEC-registered in 2023. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, an active ESG investor, a multi-state RIA, a pension consultant, or a related adviser. Core business activities, advisory services, client segments and fee arrangements are not provided in the available data.

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

Contacts

3 of 28
  • Marisa Ramirez

    Marisa Ramirez

    DirectorCRD 5901752

  • David Bergal

    David Bergal

    Vice PresidentCRD 7419904

  • Joshua Kroll

    Joshua Kroll

    DirectorCRD 7159660

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
311 W Huron St
Time zone
CT (UTC-6)
Office locations

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