Crescent Securities Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
47
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 the source record as an investment bank. The ownership is listed as a combination of a domestic entity and an individual. The available data does not include descriptions of advisory services, fee schedules, client segments, or specific business lines; the firm’s public-facing investment activities and affiliations were not provided in the record. The snapshot data flags several operational attributes: Crescent Securities Group, Inc. is not listed as a capital allocator, is not identified as a multi-state adviser or pension consultant, and is not marked as a newly formed adviser or a related adviser. The record also indicates the firm is not an active ESG investor.

Investments & Alternatives

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 46
  • Ross Brannon

    Ross Brannon

    Registered RepresentativeCRD 5875036

  • Jonathon Bolt

    Jonathon Bolt

    Director of Financial PlanningCRD 7100631

  • Johnny Borrelli

    Johnny Borrelli

    Managing DirectorCRD 6788697

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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