Crowdvest Securities LLC
Firm details
- Headquarters
- Hutchinson Island, Florida
- CRD number
- 288827
- Registered since
- January 17, 2018
Firm profile
FINTRXOverview
Crowdvest Securities LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm is owned by an individual and is classified in FINTRX as unclassified. Available disclosures indicate limited public detail about its business or advisory activities. Crowdvest is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not marked as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 3Ricardo Clarke
FinOpCRD 6253240
Frank Lardino
Owner, PresidentCRD 4104690
Nicole Brinkerhoff
CRD 5742266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hutchinson Island, FL
Saint Lucie
Location
Hutchinson Island, FL
Headquartered in Hutchinson Island, 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
- Saint Lucie
- Address
- 21 Sovereign Way
- Time zone
- ET (UTC-5)
- Office locations
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