Investifi Securities LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
St Petersburg, Florida
CRD number
289604
Registered since
March 21, 2018

Firm profile

FINTRX

Overview

Investifi Securities LLC is organized as a limited liability company and is shown in FINTRX as SEC-registered in 2018. The firm is listed with an owner type of domestic entity | individual and a classification of “Unclassified.” FINTRX records indicate the firm does not identify as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. Other descriptive fields for business and advisory activities were not provided in the source data.

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

3 of 7
  • Jessica Cevallos

    DirectorCRD 8063856

  • Deanna Collier

    Deanna Collier

    Senior Vice President Operations & ComplianceCRD 3025488

  • Viky Salazar

    Manager of B/D & IA OperationsCRD 2589742

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
136 4th St N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth