YR Securities LLC
Firm details
- Headquarters
- Norfolk, Virginia
- CRD number
- 174708
- Registered since
- September 28, 2015
Firm profile
FINTRXOverview
YR Securities LLC is organized as a limited liability company and is SEC-registered since 2015. Ownership is held by an individual rather than a corporate or institutional owner. Public disclosures about the firm’s business model, client focus, fee schedules, and specific advisory activities are not provided in the source data. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, does not operate as a multistate adviser, and is not listed as a pension consultant or a related adviser.
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
Contacts
3 of 3
Jennifer Nelson
Associate Wealth AdvisorCRD 5361875
William Roach
Adviser & PartnerCRD 4414814
Louis Fortier
Registered RepresentativeCRD 1291732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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