Bailey & Co Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
302015
Registered since
November 6, 2019
Website
bnco.com

Firm profile

FINTRX

Overview

Bailey & Co Securities, LLC is a limited liability company that registered with the SEC in 2019 and is classified as an investment bank rather than a discretionary asset manager. Ownership is listed as a mix of a domestic entity and an individual. The firm is not designated as a capital allocator and is not identified as an active ESG investor. It is also not reported as a multistate adviser, pension consultant, or related adviser. Several typical adviser data points — including client base composition, fee schedule, and specific advisory or business activities — were not provided in the available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Frank Ingraham

    Frank Ingraham

    Chief Compliance OfficerCRD 2918519

  • Timothy Scallen

    Managing Partner, CCO and COOCRD 5548802

Contacts

3 of 23
  • Richard Nealy

    Richard Nealy

    Investment Banking AssociateCRD 6825654

  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Charles Bryan

    Registered PrincipalCRD 1690279

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brentwood, TN

Williamson

Location

Brentwood, TN

Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
5511 Virginia Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth