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

FINTRX

Overview

Praxess Securities, LLC is organized as a limited liability company and appears on record with SEC registration dating to 2023. The firm is classified as unclassified in the provided snapshot and is identified as privately owned by a domestic entity and/or an individual. Available data indicate Praxess Securities does not position itself as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multistate adviser and is not listed as a newly formed adviser despite the 2023 SEC registration. The firm supplied no detail on its client segments, fee schedules, specific advisory activities, or business lines in the source material, and did not provide information about affiliations or external activities.

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

1 of 1
  • James Wildman

    James Wildman

    Chief Executive OfficerCRD 2992224

Contacts

3 of 4
  • Benjamin Smith

    Benjamin Smith

    Vice PresidentCRD 8082490

  • Thomas Kerestes

    Thomas Kerestes

    ConsultantCRD 4842923

  • Jennifer Forsyth

    Managing DirectorCRD 4956758

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth