Safra Securities
Welcome to a unique brokerage experience
We are a full-service, self-clearing broker-dealer, strategically positioned to offer sophisticated trading capabilities to individuals, institutional investors, and family offices.Please click here to find the Safra Securities Relationship Summary (Form CRS) which outlines the type of relationship you can expect to have with us.
ELEVATED SERVICE
The Safra Securities difference
At Safra Securities, we pride ourselves on offering more than just traditional brokerage services. We combine comprehensive brokerage, custody, and clearing services with the personalized attention of an experienced and professional team. Our commitment to excellence in service means that you will get the same level of attention usually reserved for large institutional investors.
EXPERTISE
Excellence with every trade
We are continually developing and enhancing our services, products, and trading systems to cater to the most sophisticated needs. Supported by a knowledgeable team with access to key markets, we ensure timely execution to meet your expectations in both calm and challenging market conditions.
TAILORED SOLUTIONS
Dedicated to your unique needs
At Safra Securities, we are committed to innovation by continuously exploring new ideas and strategies to offer solutions that are not just effective but also uniquely yours. Our approach to customization allows us to design solutions that precisely fit your needs.PRODUCTS AND SERVICES
Explore our full suite of solutions for every financial situation
Safra Securities offers a full range of brokerage solutions to meet the most sophisticated needs of high-net-worth individuals, institutional investors, external managers, and family offices.Equities, ETFs, and Options
US Stocks & ETFs
- We are licensed members of CBOE EDGA, CBOE EDGX and NYSE ARCA exchanges
- Access to algorithmic strategies in the U.S. for certain types of orders
Options Trading
- Stocks, Index & ETF options
- Covered call & multi-leg strategies
Foreign Equity
- Select international markets
- Settlement in multiple currencies
Equity Research
- Wide range of sectors and stocks covering over 2,000 stocks in the U.S. market in partnership with trusted third-party providers
Advanced Trading Capabilities
- Qualified Institutional clients can access a variety of tools – including algorithmic trading and real-time market information – by communicating with our Equities Desk
Fixed Income
Access to a comprehensive range of global fixed income products through our robust platform.- Corporate Bonds
- Investment Grade, High Yield, and Emerging Markets
- Secondary and Primary Markets
- Denominated in US dollars and other currencies
- Qualified Dividend Income (QDI) Preferred Shares
- Fixed, Floating, and Hybrid coupon structures
- Sovereign and Quasi-Sovereign Bonds
- Global coverage of Federal Government Debt - Americas, Europe, Asia, and others
- Supranational Agencies Debt
- Government-Sponsored Agencies Debt
- Denominated in US dollars and other currencies
- Taxable and Tax-Exempt Municipal Bonds
- Other Instruments
- Mortgage-Backed Securities
- Asset-Backed Securities
- Certificates of Deposit (CD) from Multiple Institutions
Structured Products
- Fully tailored solutions to meet different market expectations and requirements
- Flexible Platform connected to a variety of Market Issuers
- Callable Notes
- Reverse Convertible Notes
- Participation Notes
- Credit-Linked
- Other Custom Notes
- Tailored to your needs through a combination of:
- Stock Market Exposure
- Credit Exposure
- Specific Names or Basket/Index
- Leverage, Cap, Floor, Barriers
- Principal Protection Level
- Fixed/Floating Coupon, Participation on Underlying Performance
Safekeeping of Investments
- Supports depository-eligible securities, mutual funds and alternative investment holdings
- Supports domestic and international securities
- Subject to a variety of internal and external audits to ensure effectiveness of existing controls
- Services include:
- Multi-asset processing and settlement
- Proxy services
- Corporate actions, dividends, and interest processing
- Securities transfers
- Tax reporting and recordkeeping