BRUCE A. LEFAVI SECURITIES, INC.
Firm details
- Headquarters
- SALT LAKE CITY , Utah
- CRD number
- 10684
- Registered since
- December 17, 1981
Firm profile
FINTRXOverview
Bruce A. Lefavi Securities, Inc. is a corporately organized, individually owned securities firm that has been SEC-registered since 1981. The firm is categorized in vendor data as "unclassified" rather than fitting a more specific RIA or broker-dealer subtype. Current regulatory reporting indicates the firm does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser or pension consultant.
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 5JAY GREENBURG
Wealth AdvisorCRD 6153353
JEFFREY KEMP
Wealth AdvisorCRD 5986765
IAN RAMSRUD
Manager of OperationsCRD 6002449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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