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. Public disclosures about the firm's business model, advisory activities, client segments, and fee arrangements are minimal to nonexistent in the available dataset. The firm is listed as a domestic entity/individual owner type and is classified as unclassified in the snapshot data. Regulatory flags in the profile indicate the firm does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser. Those attributes, together with the lack of described advisory activities, suggest limited public-facing activity or limited reporting to the data source.
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 5BARBARA KEADY
Director of MarketingCRD 1498972
EDWARD CORRIGAN
Vice President of Business DevelopmentCRD 7329830
TAMARA SCHOOLEY
Assistant ControllerCRD 6771423
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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