YR Securities LLC
Firm details
- Headquarters
- Norfolk, Virginia
- CRD number
- 174708
- Registered since
- September 28, 2015
Firm profile
FINTRXOverview
YR Securities LLC is a privately owned limited liability company that registered with the SEC in 2015. The firm is owned by an individual and is listed in public records as an unclassified adviser. Public disclosures for the firm are sparse: the profile does not describe its target clients, specific advisory services, fee structure, or day-to-day business activities. The public snapshot flags several operational attributes: YR Securities LLC is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The profile indicates it is not a newly formed adviser, but beyond those booleans there is no stated investment positioning or manager allocation preferences.
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
Contacts
3 of 3
Jennifer Nelson
Associate Wealth AdvisorCRD 5361875

William Roach
Adviser & PartnerCRD 4414814
Louis Fortier
Registered RepresentativeCRD 1291732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norfolk, VA
Norfolk City
Location
Norfolk, VA
Headquartered in Norfolk, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Norfolk City
- Address
- 309 W Bute St
- Time zone
- ET (UTC-5)
- Office locations
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