Pacific Investment Securities Corp.
Firm details
- Headquarters
- Hutchinson Island, Florida
- CRD number
- 16339
- Registered since
- April 11, 1985
Firm profile
FINTRXOverview
Pacific Investment Securities Corp. is organized as a corporation and has been SEC-registered since 1985. Ownership is listed as individual rather than institutional or corporate. The firm's regulatory/operational classification is recorded as unclassified, and the available records indicate it is not a capital allocator, not active on ESG mandates, and not identified as a multistate or newly formed adviser. It is also not flagged as a pension consultant or as a related adviser. The firm has not provided public detail on its business lines, advisory activities, or client segments, so there is limited visibility into whether it operates as a dealer, provides discretionary advisory services, or focuses on another segment of the financial-services marketplace.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Frank Lardino
Owner, PresidentCRD 4104690
Frank Smith
SalesCRD 427565
Edward Haessler
Financial AdvisorCRD 810534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hutchinson Island, FL
Saint Lucie
Location
Hutchinson Island, FL
Headquartered in Hutchinson Island, 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
- Saint Lucie
- Address
- 21 Sovereign Way
- Time zone
- ET (UTC-5)
- Office locations
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