AUMdb

Vsi Securities, Inc.

State-registered Broker-Dealer (Dually Registered) · Boutique (under $100M) CRD 114419 · Miami, FL · WWW.VENECREDITSECURITIES.COM
☆ Save with Pro ADV data as of Feb 11, 2026
Regulatory AUM
$28.5M
Discretionary
$0
Clients
93
Avg AUM / client
$307K
Accounts
93
Employees
6

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 77 $23.3M 81.7%
Investment companies 16 $5.2M 18.3%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Alvaro Jose Frias Registered representative Feb 2018 (9y)
Irene Andreina Maggi Registered representative Feb 2021 (6y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/11/2026 1.23 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.

View current Form ADV (SEC/IAPD) ↗