Avenue Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
292589
Registered since
November 8, 2018
Website
avenue.us

Firm profile

FINTRX

Overview

Avenue Securities LLC is organized as a limited liability company with ownership characterized as a mix of a domestic entity and an individual. The firm is classified as unclassified in the provided data. The record indicates it does not operate as a capital allocator and is not identified as an active ESG investor. It is not marked as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied descriptive details about its advisory activities, client types, fee schedules, or investment preferences.

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

Owners & executives

3 of 6
  • Daniel Haddad

    Daniel Haddad

    Chief Investment OfficerCRD 6740031

  • Olga Ramos

    Olga Ramos

    Chief Compliance OfficerCRD 2852961

  • Roberto Lee

    Roberto Lee

    Founder & CEOCRD 6918129

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Contacts

3 of 31
  • Kevin David

    Kevin David

    Partner, Relationship ManagerCRD 6985041

  • Henrique Cunha

    Henrique Cunha

    PartnerCRD 6844460

  • Diogo Ferreira

    Diogo Ferreira

    Compliance OfficerCRD 6460159

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth