BFY SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
12
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

BFY Securities, LLC is structured as a limited liability company and appears in FINTRX as an SEC-registered firm since 2016. The database classifies the entity as an investment bank and lists ownership as a combination of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser. The firm has not supplied detail in FINTRX about its client mix, fee schedules, specific business lines, or advisory services.

Assets & Accounts

Location & Offices

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 12
  • Taylor Urlich

    AnalystCRD 7800145

  • NATHAN CRONIN

    Investment Banking AssociateCRD 7141298

  • MICHAEL BURGMAIER

    Co-Founder and Managing DirectorCRD 5653604

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth