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 that registered with the SEC in 2015. Public records identify the firm as owner-operated (individual owner) and list its regulatory classification as unclassified. Available data show the firm does not position itself as a capital allocator, is not an active ESG investor, and is not designated a multi-state adviser or a pension consultant. The firm has not disclosed its core advisory activities, client base, or fee structure in the materials provided.
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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