CREAND SECURITIES

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
38964
Registered since
November 29, 1995
Website
creand.us

Firm profile

FINTRX

Overview

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

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
  • Cecilia Martinez Fresneda

    Project CoordinatorCRD 6873806

  • IDELMA HERVIS

    CCO & CFOCRD 1429292

  • MARYORI ESCUDERO

    Chief Operations OfficerCRD 4913350

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Contacts

3 of 22
  • Elizangela De liz hartwell

    Vice PresidentCRD 6011481

  • MERITXELL PONS-TORRES

    Director of Asset ManagementCRD 6329350

  • Josep Lopez Valero

    Senior Financial AdvisorCRD 6969611

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth