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 organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2015. Ownership is listed as individual rather than institutional or corporate, and the firm is categorized as "Unclassified" in the dataset. The record indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. FINTRX also notes that YR Securities LLC is not a multistate adviser, not a pension consultant, and has no related adviser designation. Public disclosures in the provided dataset are sparse: the firm has not reported its client base, fee structure, or specific advisory activities to FINTRX. Because those elements are missing, there is insufficient information in this source to describe YR Securities LLC’s investment philosophy, product shelf, or typical client profile.

Assets & Accounts

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth