Albert Securities, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Santa Barbara, California
CRD number
305928
Registered since
December 1, 2020
Website
albert.com

Firm profile

FINTRX

Overview

Albert Securities, LLC is recorded in FINTRX as a limited liability company that registered with the SEC in 2020. Publicly available profile details are sparse: the firm’s classification is listed as unclassified and ownership is shown as a mix of a domestic entity and an individual. FINTRX does not identify the firm as a capital allocator and indicates it does not pursue active ESG investing. The record also notes the adviser is not designated as a multistate adviser, pension consultant, or related adviser. Key operative elements—such as the firm’s client segments, fee schedule, core business activities, and advisory offerings—are not disclosed in the data set, which limits ability to describe its positioning or service model beyond the basic registration and status flags.

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 16
  • Vadim Verdyan

    Vadim Verdyan

    Director of OperationsCRD 7042106

  • Daniel Demian

    Daniel Demian

    Customer Experience DirectorCRD 7207343

  • Evan Gorenflo

    Evan Gorenflo

    DirectorCRD 6821811

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Barbara, CA

Santa Barbara

Location

Santa Barbara, CA

Headquartered in Santa Barbara, CA, in the West of the United States.

Region
West
County
Santa Barbara
Address
126 E Haley St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth