BA Securities, LLC
Firm details
- Headquarters
- West Cnshohocken, Pennsylvania
- CRD number
- 153489
- Registered since
- October 14, 2010
- Website
- www.basecuritiesllc.com
Firm profile
FINTRXOverview
BA Securities, LLC is organized as a limited liability company and is classified in FINTRX data as an investment bank. The firm registered with the SEC in 2010. Ownership is recorded as both a domestic entity and an individual. The snapshot flags that BA Securities does not act as a capital allocator, is not an active ESG investor, is not listed as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The available profile contains minimal detail on client types, advisory activities, fee arrangements, or day-to-day business lines. The classification as an investment bank suggests a focus on capital markets or advisory services rather than on managing external client portfolios, but the record does not supply specifics about deal activity, underwriting, or corporate finance work.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 16Howard Kahn
CEOCRD 6661424

Andreas Roell
Chief Executive Officer & FounderCRD 7270470

Jess Larsen
Founder & CEOCRD 6311217
Contacts
3 of 309
Joel Gragg
Founder & Managing PartnerCRD 4287765
Brewer Stone
PartnerCRD 2484748

Theophile Baltierra
Investment Banking AnalystCRD 8216652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Cnshohocken, PA
Montgomery
Location
West Cnshohocken, PA
Headquartered in West Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 200 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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