YR Securities LLC

Broker-DealerFINRA MemberEst. 2015
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 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

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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

FINTRX

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