Marsh Securities LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
43
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
103846
Registered since
July 20, 2000

Firm profile

FINTRX

Overview

Marsh Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm shows SEC registration dating to 2000 and lists ownership that includes domestic entities and individuals. FINTRX records indicate the firm does not act as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state investment adviser, pension consultant, or related adviser. Specifics on business lines, advisory offerings, fee schedules, and client segments were not provided in the dataset.

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

Owners & executives

2 of 2
  • Shiv Kumar

    CEOCRD 3165711

  • Judith Weinstock

    Chief Compliance OfficerCRD 8096565

Contacts

3 of 41
  • Kimberly Blackmore

    Kimberly Blackmore

    Director, Financial & Operations PrincipalCRD 2219307

  • Christopher Pease

    Christopher Pease

    Vice PresidentCRD 1919880

  • Nicholas Martini

    Nicholas Martini

    Registered RepresentativeCRD 2267326

Unlock 38 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1166 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth