YR Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Norfolk, Virginia
CRD number
174708
Registered since
September 28, 2015

Firm profile

FINTRX

Overview

YR Securities LLC is organized as a limited liability company and is reported as being owned by an individual. The firm's classification in the source data is listed as "unclassified," which indicates it has not been grouped into a standard advisory category in that dataset. The dataset flags several operational characteristics: YR Securities LLC is not identified as a capital allocator, is not an active ESG investor, and is not marked as a multi-state adviser. It is also not labeled as a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided details about its core advisory activities, client segments, fee arrangements, or business affiliations. That absence of disclosure makes it difficult to evaluate investment approach, client focus, or product lineup from the available record; prospective partners or clients will need to request additional information directly from the firm to assess capabilities and services.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jennifer Nelson

    Jennifer Nelson

    Associate Wealth AdvisorCRD 5361875

  • William Roach

    William Roach

    Adviser & PartnerCRD 4414814

  • Louis Fortier

    Registered RepresentativeCRD 1291732

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth