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Florida Atlantic Securities Corp.

EST. AUM
$590,035,263

CONTACTS

CLIENT ACCOUNTS
74

Firm Details

Metro area Miami
CRD Number 43272
Website floridaatlantic.net
Client types

Overview

Florida Atlantic Securities Corporation is a private, employee-owned wealth management firm located in Miami, Florida, independent with no affiliation with any bank, insurance or investment company. The firm offers individually constructed portfolios utilizing a risk-appropriate balance of equities, fixed income (taxable and tax-exempt), certificates of deposit, exchange traded funds, mutual funds, cash, insurance products, third-party investment managers and other vehicles suited to client objectives and time horizons. Representative clients include high net worth individuals and their families, non-profit and for-profit corporations, with an investment philosophy focused on long-term value. The firm clears through National Financial Services LLC under a fully disclosed introducing broker agreement and is registered in 13 U.S. states and territories.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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