Praxess Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
326036
Registered since
June 20, 2023

Firm profile

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Overview

Praxess Securities, LLC is registered as a limited liability company and became an SEC-registered adviser in 2023. Public filings classify the firm as unclassified; ownership is identified as a combination of a domestic entity and an individual. Available records indicate Praxess is not positioned as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser and is not listed as a newly formed adviser. The firm has not provided public detail on its core advisory activities, fee structure, target client segments, or manager allocation preferences. Likewise, there is no information disclosed about affiliations or business activities that would clarify its operating model or service mix.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Wildman

    James Wildman

    Chief Executive OfficerCRD 2992224

Contacts

3 of 4
  • Jennifer Forsyth

    Managing DirectorCRD 4956758

  • Benjamin Smith

    Benjamin Smith

    Vice PresidentCRD 8082490

  • Thomas Kerestes

    Thomas Kerestes

    ConsultantCRD 4842923

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
21 Platform Way S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth