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 an individually owned corporate entity about which public filings provide very limited operational detail. The firm is classified as "Unclassified" in available snapshots and does not identify itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. Information on its business activities, advisory services, client mix, and fee arrangements is not disclosed in the source data. The records also indicate the firm is not a multi-state adviser and is not newly formed, but beyond those binary flags there are no specifics on investment approach, product shelf, or target client segments. That lack of detail makes it difficult to assess how the firm positions itself in the market or what services it actively offers.

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

FINTRX

Contacts

FINTRX

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