POD SECURITIES

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
OPA LOCKA, Florida
CRD number
337460
Registered since
March 13, 2026

Firm profile

FINTRX

Overview

POD Securities is organized as a limited liability company and is listed as an SEC-registered adviser with an effective registration year of 2026. Ownership is reported as individual-owned and the firm’s regulatory classification is recorded as unclassified. The available disclosures indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also not reported to be a multi-state adviser or a pension consultant. The firm has not provided descriptions of its advisory activities, investment preferences, client segments, or related business activities in the source data. That absence of operational detail limits visibility into its investment approach, fee model, or target clients.

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 4
  • ELI WISHNIVETSKI

    Managing MemberCRD 4424907

  • CHARLES SMULEVITZ

    Branch ManagerCRD 5099387

  • Joel Kleiner

    FinOpCRD 7450898

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OPA LOCKA, FL

MIAMI DADE

Location

OPA LOCKA, FL

Headquartered in OPA LOCKA, 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
14200 NW 42nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth