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 organized as a limited liability company and is classified in public records as an investment bank. The firm registered with the SEC in 2005 and is held by an individual owner. Public-facing fields indicate it does not act as a capital allocator and is not identified as an active ESG investor. Fields for specific business and advisory activities, client types, and fee arrangements are not provided in the source data. The record also indicates the firm is not registered as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser.
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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