CRB SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
FORT LEE, New Jersey
CRD number
283134
Registered since
December 4, 2017

Firm profile

FINTRX

Overview

CRB Securities, LLC is organized as a limited liability company and appears in public records as an SEC-registered entity since 2017. The firm is classified in the data set as an investment bank and is owned by a combination of a domestic entity and an individual. The snapshot indicates a narrow public profile: it is not identified as a capital allocator, is not flagged as an active ESG investor, and it does not report multi-state adviser status, pension consulting, or a related-adviser relationship. Public disclosure about the firm's specific business lines, advisory services or client segments is minimal. Where available, the record lists basic organizational attributes but provides no detail on investment mandates, fee schedules, or routine advisory activities.

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

Owners & executives

3 of 4
  • ERICA WILLEMS

    Chief Operating OfficerCRD 4389694

  • NOAH COOPER

    Chief Investment OfficerCRD 5571488

  • CHRISTOPHER KELM

    Chief Compliance OfficerCRD 1694572

Unlock 1 more executives

Contacts

3 of 16
  • Kevin Allen

    VP Asset ManagementCRD 7477896

  • ANDREW WERNICK

    Capital Markets SpecialistCRD 4829256

  • Shubham Surana

    Capital Markets AssociateCRD 6967636

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT LEE, NJ

BERGEN

Location

FORT LEE, NJ

Headquartered in FORT LEE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
2115 Linwood Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth