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 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
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
Similar firms
Northwest Financial Group LLC
Broker-DealerHerndon, VA
Goldman Sachs Custody Solutions
Broker-DealerMclean, VA
Davenport & Company LLC
Broker-DealerRichmond, VA
Marriott Securities, LLC
Broker-DealerRichmond, VA
Homestead Financial Services Corp.
Broker-DealerArlington, VA
Dominion Partners, L.C.
Broker-DealerGlen Allen, VA