CCS Transactions, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 149901
- Registered since
- December 9, 2010
- Website
- chartwellfa.com
Firm profile
FINTRXOverview
CCS Transactions, LLC is organized as a limited liability company that is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2010. FINTRX flags the entity as neither a capital allocator nor an active ESG investor, and it is not identified as a multi-state investment adviser, pension consultant, or related adviser. The provider-level disclosures do not include descriptions of advisory activities, fee schedules, or client types.
Assets & Accounts
Investments & Alternatives
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
1 of 1
Wilfred Becker
CEOCRD 5656978
Contacts
3 of 43
Ataallah Hijazi
AssociateCRD 7034646
Sharon Roeske
FinOpCRD 720262
Christopher Staloch
Managing DirectorCRD 2496041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 150 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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