Avenue Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
38
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 and registered with the SEC in 2018. Public filings classify the firm as unclassified; its ownership is listed as a combination of a domestic entity and an individual. The snapshot data indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, and is not recorded as a pension consultant or related adviser. The firm has not supplied descriptive details about its client segments, fee model, specific business activities, or advisory services in the available data. That limited disclosure makes it difficult to infer target clients, service lines, or investment strategies from public records alone.

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 7
  • Daniel Haddad

    Daniel Haddad

    Chief Investment OfficerCRD 6740031

  • Olga Ramos

    Olga Ramos

    Chief Compliance OfficerCRD 2852961

  • Roberto Lee

    Roberto Lee

    Founder & Chief Exceutive OfficerCRD 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

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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

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