Secu Brokerage Services

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
261
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
19899
Registered since
July 15, 1987

Firm profile

FINTRX

Overview

Secu Brokerage Services is organized as a corporation and shows regulatory registration dating back to 1987. The firm is classified as unclassified in the dataset and is listed as owned by a domestic entity and an individual. The available record does not describe the firm's advisory or business activities in any detail. The profile indicates the firm is not a capital allocator, is not active on ESG initiatives, and is not registered as a multi-state adviser. It is also not flagged as a newly formed adviser, pension consultant, or related adviser in the provided data.

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
  • Stacey Waddell

    Stacey Waddell

    President/Chief Executive OfficerCRD 5526230

Contacts

3 of 260
  • Jeremy Crawley

    Senior Financial Services OfficerCRD 6247504

  • Walter Hart

    Investment Advisor RepresentativeCRD 4614013

  • Cindy Graham

    Cindy Graham

    District ManagerCRD 7062682

Unlock 257 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
801 Hillsborough St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth