Secfi Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 302112
- Registered since
- January 13, 2020
- Website
- www.secfi.com
Firm profile
FINTRXOverview
Secfi Securities, LLC is a limited liability company that registered with the SEC in 2020. The firm is listed as owned by a domestic entity and an individual and is classified in FINTRX as "Unclassified." Available records indicate it does not act as a capital allocator and does not identify as an active ESG investor. It is not documented as a multi-state adviser or a newly formed adviser under the FINTRX flags. Public disclosures in the dataset are sparse: there are no listed details on advisory activities, fee arrangements, target client segments, or specific investment mandates. That lack of operational detail limits what can be inferred about the firm’s market positioning or typical client profile.
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
Owners & executives
3 of 3
Michelle Marwaha
COOCRD 6913305

Nathaniel Piauwasdy
CEOCRD 7123470
Jaime Moreno De Los Rios
Chief Operating OfficerCRD 6316551
Contacts
3 of 5
Brian Lenart
FinOpCRD 736107

John Klingler
Business Development ManagerCRD 6480599

Mengqian Tang
Registered RepresentativeCRD 7391055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 25 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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