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 SEC-registered since 2015 and is owned by an individual. Public descriptors classify the firm as "unclassified" and the available filings flag it as not serving as a capital allocator. The firm does not identify as an active ESG investor, is not marked as a multistate adviser, and is not listed as a pension consultant or related adviser. The dataset provides no detail on the firm's business activities, advisory offerings, client segments, or fee arrangements.

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

    Associate Wealth AdvisorCRD 5361875

  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth