MFR Securities, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Naples, Florida
CRD number
36308
Registered since
July 22, 1994

Firm profile

FINTRX

Overview

MFR Securities, Inc. is structured as a corporation classified in FINTRX as an investment bank and has been SEC-registered since 1994. Ownership is recorded as a combination of a domestic entity and an individual. The dataset indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is likewise not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide a breakdown of the firm's client types, fee schedule, or detailed advisory activities, so its business model beyond the investment bank classification is not fully described in the available record.

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

Owners & executives

1 of 1
  • Maria Ramirez

    Maria Ramirez

    Founder, CEO and PresidentCRD 1277347

Contacts

3 of 11
  • Andrew Miller

    FinOpCRD 5106774

  • Thomas Ollquist

    Thomas Ollquist

    Senior Vice PresidentCRD 1475604

  • Wendell Bristol

    Wendell Bristol

    Vice PresidentCRD 1985140

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
2150 Goodlette Frank Rd N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth