Lafise Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
115624
Registered since
May 17, 2002

Firm profile

FINTRX

Overview

Lafise Securities LLC is organized as a limited liability company and is reported as being owned by a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm does not report active ESG investing, multi-state advisory status, pension consulting, or related-adviser relationships. Public filings provided minimal detail on business lines, fee structure, or target client segments, so the firm's market positioning must be inferred from its reported asset composition and account counts.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Sovereign Bonds 95%, Cash & Cash Equivalents 5%95%
  • Sovereign Bonds95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Jose Navarro

    Jose Navarro

    CEOCRD 7278758

Contacts

3 of 5
  • Luisa Franchy

    Luisa Franchy

    FinOpCRD 4451108

  • Dean Vernoia

    Dean Vernoia

    Registered RepresentativeCRD 1723925

  • Nicholas Fonseca

    Nicholas Fonseca

    Registered RepresentativeCRD 8291588

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
2340 S Dixie Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth