BFY Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Camden, Maine
CRD number
187514
Registered since
January 26, 2016

Firm profile

FINTRX

Overview

BFY Securities, LLC is organized as a limited liability company and appears in public records as an SEC-registered entity since 2016. The firm is classified as an investment bank and its ownership is described as a combination of a domestic entity and an individual. Public data indicate it is not positioned as a capital allocator and does not identify itself as an active ESG investor. Details about the firm’s specific business lines, advisory services, fee models or client segments were not provided in the source material. The record also flags that BFY Securities is not registered as a multi-state adviser, is not listed as a newly formed adviser, and is not described as a pension consultant or related adviser. FINTRX lists 11 office locations for the firm but does not provide city-level headquarters or office addresses.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Taylor Urlich

    Taylor Urlich

    AnalystCRD 7800145

  • Nathan Cronin

    Nathan Cronin

    Investment Banking AssociateCRD 7141298

  • Michael Burgmaier

    Michael Burgmaier

    Co-Founder and Managing DirectorCRD 5653604

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Camden, ME

Knox

Location

Camden, ME

Headquartered in Camden, ME, in the Northeast of the United States.

Region
Northeast
County
Knox
Address
15 Pearl St
Time zone
ET (UTC-5)
Office locations

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