Crosstree Capital Securities, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 154675
- Registered since
- April 26, 2011
- Website
- www.crosstreecapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10Katherine Anderson
Financial Operations PrincipalCRD 4723171

Shane Senior
Co-Founder & Managing DirectorCRD 4297548

Jeffrey Ellis
Co-Founder & Managing DirectorCRD 4600098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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