Bruce A. Lefavi Securities, Inc.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
10684
Registered since
December 17, 1981

Firm profile

FINTRX

Overview

Bruce A. Lefavi Securities, Inc. is a privately owned corporate broker-dealer and investment firm that has been registered with the SEC since 1981. The firm is recorded as individually owned and its classification in the FINTRX snapshot is “Unclassified.” Publicly available profile entries list no specific business activities or advisory services for the firm. The FINTRX record flags several status points: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. There is limited disclosed information about client types, investment focus, or manager allocations in the available data.

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

Contacts

3 of 5
  • Jay Greenburg

    Jay Greenburg

    Wealth AdvisorCRD 6153353

  • Jeffrey Kemp

    Jeffrey Kemp

    Wealth AdvisorCRD 5986765

  • Ian Ramsrud

    Ian Ramsrud

    Manager of OperationsCRD 6002449

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
2323 S Foothill Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth