Crescent Securities Group, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
114993
Registered since
December 14, 2001

Firm profile

FINTRX

Overview

Crescent Securities Group, Inc. is organized as a corporation and is classified in FINTRX as an investment bank. The firm first registered with the SEC in 2001. Ownership is listed as a combination of a domestic entity and an individual. FINTRX does not mark the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide details about Crescent Securities Group’s advisory activities, fee structure, client types, or other business lines. The available profile reads more like a transactional or capital-markets intermediary than a traditional asset manager tracked for advisory AUM.

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

1 of 1
  • Tyler Castle

    Tyler Castle

    President, CEOCRD 6595502

Contacts

3 of 43
  • Jordan Jardine

    Jordan Jardine

    Managing DirectorCRD 6530988

  • Michelle Vargas

    Michelle Vargas

    Operations ManagerCRD 5011207

  • Victor Dimaggio

    Registered RepresentativeCRD 2539385

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
4975 Preston Park Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth