YR Securities LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Norfolk, Virginia
CRD number
174708
Registered since
September 28, 2015

Firm profile

FINTRX

Overview

YR Securities LLC is a limited liability company that has been registered with the SEC since 2015. The ownership is held by an individual rather than a corporate parent or institutional owner. Public disclosures for the firm are minimal: it is listed as "unclassified" in regulatory grouping, and the firm does not identify itself as a capital allocator. Available records indicate YR Securities does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or a related adviser. Details on its client segments, fee schedules, specific business lines, and advisory services are not provided in the source data.

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 3
  • Jennifer Nelson

    Jennifer Nelson

    Associate Wealth AdvisorCRD 5361875

  • William Roach

    William Roach

    Adviser & PartnerCRD 4414814

  • Louis Fortier

    Registered RepresentativeCRD 1291732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norfolk, VA

Norfolk City

Location

Norfolk, VA

Headquartered in Norfolk, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
Norfolk City
Address
309 W Bute St
Time zone
ET (UTC-5)
Office locations

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