Secfi Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 302112
- Registered since
- January 13, 2020
- Website
- www.secfi.com
Firm profile
FINTRXOverview
Secfi Securities, LLC is organized as a limited liability company and is identified in the available data as an unclassified advisory entity. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, a pension consultant, a related adviser, or an active ESG investor. It is also flagged as not being a multi-state adviser and not newly formed. Public disclosures for the firm are minimal; entries for client base, fee structure, business activities, and advisory activities were not provided. No awards, affiliations, or additional operational details were supplied in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Michelle Marwaha
COOCRD 6913305

Nathaniel Piauwasdy
CEOCRD 7123470
Jaime Moreno De Los Rios
Chief Operating OfficerCRD 6316551
Contacts
3 of 6
Brian Lenart
FinOpCRD 736107

John Klingler
Business Development ManagerCRD 6480599

Mengqian Tang
Registered RepresentativeCRD 7391055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 25 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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