CREAND SECURITIES
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 38964
- Registered since
- November 29, 1995
- Website
- creand.us
Firm profile
FINTRXOverview
Creand Securities is organized as a limited liability company and has been registered with the SEC since 1995. FINTRX classifies the firm as unclassified; ownership is listed as a mix of a domestic entity and an individual. The snapshot indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. It is also not flagged as newly formed, a pension consultant, or a related adviser. The firm has not supplied detail about its advisory activities, client base, fee schedules, or other business activities in the source data. The Activities and Affiliations section contains no information.
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
3 of 4Cecilia Martinez Fresneda
Project CoordinatorCRD 6873806
IDELMA HERVIS
CCO & CFOCRD 1429292
MARYORI ESCUDERO
Chief Operations OfficerCRD 4913350
Contacts
3 of 22Elizangela De liz hartwell
Vice PresidentCRD 6011481
MERITXELL PONS-TORRES
Director of Asset ManagementCRD 6329350
Josep Lopez Valero
Senior Financial AdvisorCRD 6969611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 777 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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