Bethesda Securities, LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 281179
- Registered since
- May 6, 2016
- Website
- bethesdasecurities.com
Firm profile
FINTRXOverview
Bethesda Securities, LLC is organized as a limited liability company and has been SEC-registered since 2016. The filing identifies ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified. The firm is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser in the provided data. The record contains minimal public detail about the firm's advisory activities, fee structure, or client segments.
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
2 of 2
Anthony Becraft
Co-ceoCRD 4604728
Brian Carroll
Chief Financial OfficerCRD 5016023
Contacts
3 of 5Andrew Sullivan
ManagerCRD 5745045
Christopher Erhorn
Senior Vice PresidentCRD 6147098
Sean Reid
Executive Vice PresidentCRD 6553846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 355 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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