Crosstree Capital Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
154675
Registered since
April 26, 2011

Firm profile

FINTRX

Overview

Crosstree Capital Securities, LLC is organized as a limited liability company that is classified as an investment bank. The firm lists individual ownership and provides limited publicly available detail about its business lines or client segments. In the available data it does not present itself as a capital allocator, is not identified as an active ESG investor, and is not described as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

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

Contacts

3 of 10
  • Katherine Anderson

    Financial Operations PrincipalCRD 4723171

  • Shane Senior

    Shane Senior

    Co-Founder & Managing DirectorCRD 4297548

  • Jeffrey Ellis

    Jeffrey Ellis

    Co-Founder & Managing DirectorCRD 4600098

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
4830 W Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth