Marks Baughan Securities LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 132652
- Registered since
- February 25, 2005
- Website
- www.marksbaughan.com
Firm profile
FINTRXOverview
Marks Baughan Securities LLC is a limited liability company that registered with the SEC in 2005 and is organized as an investment bank under individual ownership. The firm does not present itself as a capital allocator and is not designated as a multi-state adviser. It is not identified as an active ESG investor, a pension consultant, or a related adviser. Several typical fields—client base, fee structure, business activities and advisory activities—are not reported in the available dataset.
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
William Takeuchi
Chief Operating OfficerCRD 2931748
Contacts
3 of 14
Christopher Rose
Managing DirectorCRD 5131028
Jake Tavroff
Investment Banking AnalystCRD 8154915
William Gatti
Investment Banking AnalystCRD 7808103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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