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 and is recorded as an SEC-registered entity since 2010. FINTRX classifies the firm as an investment bank; ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not report active ESG investing. The snapshot does not include details on client segments, fee schedules, or specific advisory business lines.
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
1 of 1
Wilfred Becker
CEOCRD 5656978
Contacts
3 of 44
Ataallah Hijazi
Vice PresidentCRD 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
Similar firms
Northborne Securities Partners LLC
Broker-DealerMinneapolis, MN
Northland Asset Management
Broker-DealerMinneapolis, MN
Ameriprise Financial Services, LLC
Broker-DealerMinneapolis, MN
Piper Sandler & Co
Broker-DealerMinneapolis, MN
Colliers Securities LLC
Broker-DealerMinneapolis, MN
American Enterprise Investment Services Inc.
Broker-DealerMinneapolis, MN