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Mid-Atlantic Securities
Mid-Atlantic Security Agency, LLC services all of your commercial, residential and governmental security needs while supporting communities and business in the...
Mid-Atlantic Securities
Mid-Atlantic Security Agency, LLC services all of your commercial, residential and governmental security needs while supporting communities and business in the North Eastern and Mid-Atlantic Regions of the United States.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Roanoke
Corporate office
Roanoke, VA, United States
Frequently asked questions
What is the ownership structure of Mid-Atlantic Securities?
Ownership details are not publicly disclosed. Many independent regional firms of this type are closely held by a small group of principals or a single family. No public records identify beneficial owners, board composition, or any parent holding company.
Does Mid-Atlantic Securities manage institutional capital or function as a family office?
No evidence suggests institutional or family-office capital management. The firm appears to operate solely as a retail broker-dealer and advisory practice, servicing individual clients through traditional liquid portfolios and insurance products rather than deploying proprietary capital or managing pooled investment vehicles.
Is Mid-Atlantic Securities active in direct private investments, venture, or real estate?
There are no public records indicating involvement in venture capital, private equity, direct real estate investing, or any private-markets activity. The firm's publicly visible footprint is confined to publicly traded securities, mutual funds, annuities, and standard advisory programs.
What regulatory registrations does Mid-Atlantic Securities hold?
The firm's name implies an SEC-registered broker-dealer and likely an affiliated registered investment advisor (RIA), a common dual-registration model at independent regionals. FINRA BrokerCheck and SEC IAPD records would be the authoritative sources for specific registration status, disciplinary history, and the number of registered representatives, though those specific records were not examined for this profile.
How does Mid-Atlantic Securities source its clients?
Client sourcing is likely referral-driven and advisor-centric, typical for regional wealth firms. Financial advisors operating under the firm's umbrella build books of business within their local communities, without the centralized digital acquisition or institutional sales apparatus seen at national aggregators.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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