Envoy Securities
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 327493
- Registered since
- February 23, 2024
- Website
- envoycapitaladvisors.com
Firm profile
FINTRXOverview
Envoy Securities is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not function as a capital allocator and does not identify itself as an active ESG investor. FINTRX does not supply descriptive detail about Envoy Securities’ business activities, advisory services, client base, fee arrangements, or affiliations. The database also records that the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. FINTRX lists no client or assets-under-management data for the firm, leaving limited public information available for evaluating its scale or typical engagements.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Justin Schleifer
CEO & Co-FounderCRD 5977433
Contacts
3 of 17
John Gannon
Managing DirectorCRD 5870502

Alexander Floess
Managing DirectorCRD 6360400

David Churchill
Vice President, Business DevelopmentCRD 6835984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Fidus Securities, LLC
Broker-DealerCharlotte, NC
Wells Fargo Securities, LLC
Broker-DealerCharlotte, NC
Capital Management of the Carolinas, LLC
Broker-DealerCharlotte, NC
Barings Securities LLC
Broker-DealerCharlotte, NC
Mcduffie/Morris Financial Group, Inc.
Broker-DealerCharlotte, NC
Millennium Advisors, LLC
Broker-DealerCharlotte, NC