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 a corporation that has been SEC-registered since 2001 and is classified in the snapshot data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not flagged as a multi-state adviser or a pension consultant. The source data does not supply details on Crescent Securities Group, Inc.'s advisory activities, fee schedule, client segments, or specific business lines. That absence of descriptive activity in the record limits what can be said about the firm's product shelf or client-facing services beyond its classification as an investment bank.
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
1 of 1
Tyler Castle
President, CEOCRD 6595502
Contacts
3 of 45
Jordan Jardine
Managing DirectorCRD 6530988

Michelle Vargas
Operations ManagerCRD 5011207
Victor Dimaggio
Registered RepresentativeCRD 2539385
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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