CROSSTREE CAPITAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2011
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 and is categorized in FINTRX as an investment bank. The firm is recorded as SEC-registered in 2011 and is owned by an individual. FINTRX characterizes the entity as not acting as a capital allocator and not operating as a multi-state or related adviser. The database also indicates the firm is not flagged as an active ESG investor and does not list pension consulting or defined advisory activities.

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

Contacts

3 of 10
  • GREGORY BARE

    Director, Investment BankingCRD 6370297

  • Benjamin Garber

    DirectorCRD 7802215

  • KATHERINE ANDERSON

    Financial Operations PrincipalCRD 4723171

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