Crowdvest Securities LLC
Firm details
- Headquarters
- Hutchinson Island, Florida
- CRD number
- 288827
- Registered since
- January 17, 2018
Firm profile
FINTRXOverview
Crowdvest Securities LLC is registered as a limited liability company and has held SEC registration since 2018. Ownership is listed as an individual proprietor and the firm is classified as Unclassified in the FINTRX snapshot. The record indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. FINTRX does not supply detail on the firm’s specific advisory or brokerage activities, client types, fee structure, or investment focus. Those business and advisory attributes remain undisclosed in the available data.
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 3
Nicole Brinkerhoff
CRD 5742266
Frank Lardino
Owner, PresidentCRD 4104690
Ricardo Clarke
FinOpCRD 6253240
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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