Configure Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
165594
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

Configure Partners Securities, LLC is organized as a limited liability company and has been SEC-registered since 2014. The firm is classified as an investment bank rather than a traditional registered investment adviser, and ownership is listed as a mix of a domestic entity and an individual. Available records do not describe advisory or client-facing business lines in detail. The firm does not identify itself as a capital allocator and is not listed as an active ESG investor. It is not designated as a multi-state adviser, is not a pension consultant, and has no related adviser disclosed. Public materials provide limited operational detail beyond these registry fields.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Vincent Favaro

    Vincent Favaro

    Chief Compliance OfficerCRD 4163532

Contacts

3 of 38
  • Ella Ward

    Ella Ward

    Vice PresidentCRD 7637385

  • Rory Keenan

    Rory Keenan

    Managing DirectorCRD 2740153

  • Axel Castro

    Axel Castro

    Investment Banking AnalystCRD 7945810

Unlock 35 more contacts

Wealth teams

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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

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3344 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth