Praxess Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Praxess Securities, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser in 2023. Ownership is indicated as a combination of a domestic entity and an individual. The firm is listed with an "Unclassified" designation in the source snapshot and does not appear to operate as a capital allocator. The snapshot indicates several negative attributes about the firm’s scope: it is not marked as an active ESG investor, is not identified as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. Those entries, together with the lack of disclosed business or advisory activities in the source material, suggest Praxess Securities, LLC has limited public disclosure about its investment strategy or client-facing services.

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 3
  • Benjamin Smith

    Benjamin Smith

    Vice PresidentCRD 8082490

  • Thomas Kerestes

    Thomas Kerestes

    ConsultantCRD 4842923

  • Jennifer Forsyth

    Managing DirectorCRD 4956758

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