Inlet Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New Smyrna Beach, Florida
CRD number
140278
Registered since
September 6, 2006

Firm profile

FINTRX

Overview

Inlet Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2006. The firm is individually owned and is listed in FINTRX as unclassified. The dataset provides very limited disclosure about its business model: fields for client base, fee structure, advisory activities and other business activities are not populated. FINTRX flags the firm as not a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

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

Contacts

2 of 2
  • Jessica Gilday

    FinOpCRD 3010865

  • Francis Gilday

    RepresentativeCRD 2198718

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Smyrna Beach, FL

Volusia

Location

New Smyrna Beach, FL

Headquartered in New Smyrna Beach, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Volusia
Address
122 Faulkner St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth