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 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
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
Similar firms
Polygon Capital Advisors, LLC
Broker-DealerSausalito, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA