Envoy Securities

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
327493
Registered since
February 23, 2024

Firm profile

FINTRX

Overview

Envoy Securities LLC is registered with the SEC (registration year listed as 2024) and is organized as a limited liability company. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is noted as a mix of a domestic entity and an individual. The available disclosures indicate the firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures about Envoy Securities’ specific business lines, advisory activities, client segments, or fee schedules were not provided. The record is limited, so its primary public footprint at this time appears to be as a registered investment-bank entity rather than a manager of client assets.

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

Owners & executives

1 of 1
  • Justin Schleifer

    Justin Schleifer

    CEO & Co-FounderCRD 5977433

Contacts

3 of 17
  • John Gannon

    John Gannon

    Managing DirectorCRD 5870502

  • Alexander Floess

    Alexander Floess

    Managing DirectorCRD 6360400

  • David Churchill

    David Churchill

    Vice President, Business DevelopmentCRD 6835984

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
300 S Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth