Albert Securities, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 305928
- Registered since
- December 1, 2020
- Website
- albert.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 16
Vadim Verdyan
Director of OperationsCRD 7042106

Daniel Demian
Customer Experience DirectorCRD 7207343

Evan Gorenflo
DirectorCRD 6821811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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