Investifi Securities LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 289604
- Registered since
- March 21, 2018
Firm profile
FINTRXOverview
Investifi Securities LLC is organized as a limited liability company and has been SEC-registered since 2018. Public filings classify the firm as "unclassified" and identify its ownership as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator and does not report active ESG investing. It is not registered as a multi-state adviser, is not described as newly formed, and is not identified as a pension consultant or a related adviser. FINTRX records include limited detail on the company's business activities, advisory services, fee structure, or client segmentation.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Viky Salazar
Manager of B/D & IA OperationsCRD 2589742

Conner Wagstaff
DirectorCRD 1427591

Joe Chung
Compliance ManagerCRD 2428230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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