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CRD#: 327493
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for ENVOY SECURITIES Comes From
Understanding the Statistics for ENVOY SECURITIES and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
300 S. Tryon St. Suite 200, Charlotte, NC 28202
Mailing Address
300 S. Tryon St. Suite 200, Charlotte, NC 28202
Firm Size
Small
Phone Number
(704) 251-5164
Established
Delaware since 05/03/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ENVOY SECURITIES
JS
Justin Hayes Schleifer
RR
CRD#: 5977433
Location:
New York, NY 10005
Company:
PORTUM CAPITAL LLC
Disclosures:
Experience:
14 years
AF
Alexander Michael Floess
RR
CRD#: 6360400
Location:
Charlotte, NC 28202
Company:
ENVOY SECURITIES
Disclosures:
Experience:
11 years
GM
Garth Mitchell Martin
RR
CRD#: 7433278
Location:
Charlotte, NC 28202
Company:
ENVOY SECURITIES
Disclosures:
Experience:
5 years
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