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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
1422 S Tryon St, Ste 300, Charlotte, NC 28203
Mailing Address
1422 S Tryon St, Ste 300, Charlotte, NC 28203
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
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Advisor's working at ENVOY SECURITIES
SS
Sebastian Silva Hernandez
RR
CRD#: 7881847
Location:
Charlotte, NC 28203
Company:
ENVOY SECURITIES
Disclosures:
Experience:
2 years
JS
Justin Hayes Schleifer
RR
CRD#: 5977433
Location:
New York, NY 10005
Company:
PORTUM CAPITAL LLC
Disclosures:
Experience:
14 years
JM
Jan L Malmon
RR
CRD#: 8027462
Location:
Charlotte, NC 28203
Company:
ENVOY SECURITIES
Disclosures:
Experience:
1 year
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