Lafise Securities LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
3
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 has been SEC-registered since 2002. Public data classifies it as an unclassified adviser and identifies ownership as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, does not indicate multi-state adviser status, and is not flagged as an active ESG investor or a pension consultant in the available record. The dataset does not provide information on client segments, specific advisory services, or business lines, so the firm's target client types and service model are not described in the source material.

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

2 of 2
  • Dean Vernoia

    Dean Vernoia

    Registered RepresentativeCRD 1723925

  • Luisa Franchy

    Luisa Franchy

    FinOpCRD 4451108

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