Pacific Investment Securities Corp.

Broker-DealerFINRA Member
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 with an individual ownership structure. FINTRX records classify the firm as unclassified and provide limited public detail about its business model, advisory services, or fee arrangements. The snapshot indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser.

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
  • Frank Lardino

    Owner, PresidentCRD 4104690

  • Frank Smith

    SalesCRD 427565

  • Edward Haessler

    Financial AdvisorCRD 810534

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