Avatar Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
72
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
147763
Registered since
August 12, 2008

Firm profile

FINTRX

Overview

Avatar Securities, LLC is organized as a limited liability company with ownership that includes a domestic entity and an individual. Public materials classify the firm as "unclassified" and provide limited detail about its advisory business lines. The firm is identified as not functioning as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser. Available records do not detail the firm's client segments, fee structure, or specific advisory activities.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Reavey

    CCO & COOCRD 3259636

Contacts

3 of 71
  • Danielle Marella

    Danielle Marella

    Senior Sales RepresentativeCRD 6885520

  • Robert Galliven

    TraderCRD 216993

  • Vito Garfi

    TraderCRD 1403914

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
148 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth