Crescent Securities Group, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 114993
- Registered since
- December 14, 2001
- Website
- www.crescentsecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Tyler Castle
President, CEOCRD 6595502
Contacts
3 of 46
Ross Brannon
Registered RepresentativeCRD 5875036

Jonathon Bolt
Director of Financial PlanningCRD 7100631

Johnny Borrelli
Managing DirectorCRD 6788697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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