Albert Securities, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm's internal classification is listed as unclassified. Available reporting flags indicate it does not operate as a capital allocator, does not identify as an ESG investor, and is not designated as a multi-state or newly formed adviser. It also is not listed as a pension consultant or a related adviser. No public detail is provided about the firm’s client segments, fee arrangements, advisory services, or other business activities.

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