Pacific Investment Securities Corp.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Hutchinson Island, Florida
CRD number
16339
Registered since
April 11, 1985

Firm profile

FINTRX

Overview

Pacific Investment Securities Corp. is organized as a corporation and has been SEC-registered since 1985. Ownership is listed as individual rather than institutional or corporate. The firm’s public profile in the dataset is sparse: it is classified as “unclassified,” is not identified as a capital allocator, and is not flagged as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm did not provide descriptions of its business activities, advisory services, target client types, or fee structure in the available data.

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 7
  • Edward Haessler

    Financial AdvisorCRD 810534

  • Carl Haessler

    BrokerCRD 1894536

  • Jeffrey Marcum

    Registered Financial ProfessionalCRD 1815636

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hutchinson Island, FL

Saint Lucie

Location

Hutchinson Island, FL

Headquartered in Hutchinson Island, 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
Saint Lucie
Address
21 Sovereign Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth