Finance Of America Securities LLC

Overview

Finance Of America Securities LLC is registered as a limited liability company and is classified in FINTRX as an investment bank. The firm appears in SEC records beginning in 2017. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an ESG-active manager. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source data does not provide descriptions of the firm’s advisory activities, fee schedules, client segments, or business lines, so there is no FINTRX detail on whether the firm offers traditional wealth-management services, brokerage-only services, or specialized investment-banking capabilities.

Assets & Accounts

Location & Offices