Pacific Investment Securities Corp.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Hutchinson Island, Florida
CRD number
16339
Registered since
April 11, 1985

Firm profile

FINTRX

Overview

Pacific Investment Securities Corp. is a corporately organized advisory entity that registered with the SEC in 1985. The firm is individually owned and is listed as unclassified in the available records. Publicly reported attributes indicate it does not operate as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state or newly formed adviser. There is no disclosure of the firm's core business lines, advisory activities, client segments, or fee schedule in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Frank Lardino

    Owner, PresidentCRD 4104690

  • Frank Smith

    SalesCRD 427565

  • Edward Haessler

    Financial AdvisorCRD 810534

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth