St Invest LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
297470
Registered since
March 4, 2019

Firm profile

FINTRX

Overview

St Invest LLC is registered as a limited liability company and has been SEC-registered as an investment adviser since 2019. Public records characterize the firm as unclassified and list its ownership as a mix of a domestic entity and an individual. The firm does not identify as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. Several typical adviser roles — pension consultant and related adviser — are marked negative in the available data. Details about the firm’s fee schedules, client types, core business activities and specific advisory services were not provided in the source material.

Assets & Accounts

Investments & Alternatives

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
  • Domenic Miele

    CEO and Chief Compliance OfficerCRD 6032198

Contacts

2 of 2
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Stacey Beach

    Stacey Beach

    Director of ComplianceCRD 4414261

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
500 11th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth