Ceres Securities, LLC
Firm details
- Headquarters
- South Bend, Indiana
- CRD number
- 269903
- Registered since
- August 5, 2016
- Website
- www.cerespartners.com
Firm profile
FINTRXOverview
Ceres Securities, LLC is organized as a limited liability company and has been SEC-registered since 2016. FINTRX classifies the firm as "unclassified" and identifies its ownership as a combination of a domestic entity and an individual. The snapshot flags several operational characteristics: it is not listed as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or as a related adviser. The source provides limited detail about business lines, fee models, or client segments; the available metadata focuses on regulatory status and a set of binary operational attributes rather than on investment process or client-facing services.
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
Contacts
3 of 5
Barbara Keady
Director of MarketingCRD 1498972

Morgan Marsh
Director of Investor RelationsCRD 6520672

Perry O'grady
New Business DevelopmentCRD 6630985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Bend, IN
St Joseph
Location
South Bend, IN
Headquartered in South Bend, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 806 Howard St
- Time zone
- ET (UTC-5)
- Office locations
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