Florida Atlantic Securities Corp.

Broker-DealerFINRA MemberEst. 2026
Total AUM
$590M
Discretionary
$590M
100% of AUM
Accounts
74
Employees
4
Advisory reps
6
Brokerage reps
4

Firm details

Headquarters
Miami, Florida
CRD number
43272
Registered since
August 5, 2026
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Charitable Organizations65.5%
  • HNWI30.27%
  • Individuals3.18%
  • Pooled Investment Vehicles1.05%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Florida Atlantic Securities Corp. is a broker‑dealer and registered investment adviser that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and selects third‑party advisers. It also sponsors and acts as a general partner or managing member of pooled funds. Fee arrangements include asset‑based fees, performance‑linked compensation and other fee structures. The firm is organized as a corporation and has been SEC‑registered since 1997. It does not identify as an active ESG investor and is not described as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, State & Local Bonds 21%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%, Private Funds 1%, Other 1%59%
  • Exchange Traded Equities59%
  • State & Local Bonds21%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds3%

Owners & executives

2 of 2
  • William Beaney

    Chief Executive OfficerCRD 5138058

  • Alan Pareira

    Alan Pareira

    CEOCRD 356287

Contacts

3 of 4
  • Gabriel Requena

    Operations PrincipalCRD 4413123

  • Samuel Budlong

    Samuel Budlong

    Vice PresidentCRD 1980093

  • Barbara Ann Pareira

    CRD 5890097

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
Miami Dade
Address
9130 S Dadeland Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth