INTE SECURITIES LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
85
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
47107
Registered since
October 18, 1999

Firm profile

FINTRX

Overview

Inte Securities LLC is organized as a limited liability company and has been SEC-registered since 1999. The firm is classified as an investment bank and is owned by an individual. Regulatory and profile indicators show it is not a capital allocator, not a multi-state adviser, not an active ESG investor, and it does not position itself as a pension consultant or as a related adviser to another registered entity.

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

3 of 8
  • Conor Smyth

    President, CEOCRD 6427427

  • Alyssa Noto

    Chief Marketing OfficerCRD 4907621

  • Stephanie Rieben-de Roquefeuil

    CEO and FounderCRD 5683181

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Contacts

3 of 77
  • EVAN GOLDSCHNEIDER

    Registered RepresentativeCRD 2846636

  • Robert Kalish

    Registered RepresentativeCRD 2060056

  • HILLYER KEMP

    CRD 267441

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, 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
PALM BEACH
Address
7000 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth