Trinity Wealth Securities, L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
498
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
104348
Registered since
February 16, 2001

Firm profile

FINTRX

Overview

Trinity Wealth Securities, L.L.C. is organized as a limited liability company and is classified in source records as an unclassified entity. Ownership is indicated as a mix of a domestic entity and an individual. Source attributes show the firm is not designated as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The firm has not listed specific business lines, advisory services, or client segments in the available snapshot information.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
6550 W Hillsborough Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth