YR Securities LLC
Firm details
- Headquarters
- Norfolk, Virginia
- CRD number
- 174708
- Registered since
- September 28, 2015
Firm profile
FINTRXOverview
YR Securities LLC is organized as a limited liability company and appears on SEC records beginning in 2015. Ownership is listed as an individual owner and the firm is categorized as unclassified in the dataset. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also flagged as not operating as a multi-state adviser, not newly formed (per the dataset), and not acting as a pension consultant or related adviser. FINTRX entries for YR Securities LLC do not include details on its business activities, advisory services, fee schedules, or client segments. That absence in the record limits visibility into the firm’s client-facing model or the types of investment solutions it offers.
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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