LIVINGFREE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
325166
Registered since
October 4, 2023

Firm profile

FINTRX

Overview

Livingfree Securities, LLC is organized as a limited liability company and is categorized in the dataset as an investment bank. The firm appears on SEC records with a 2023 registration year. Ownership is listed as a combination of a domestic entity and an individual. The source data provides limited operational detail. Livingfree Securities is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm also did not disclose its client base, fee schedule, or the specifics of its advisory or business activities in the provided snapshot.

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 27
  • MARISA RAMIREZ

    DirectorCRD 5901752

  • David Bergal

    Vice PresidentCRD 7419904

  • Joshua Kroll

    DirectorCRD 7159660

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
311 W Huron St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth