Sterling, Grace Municipal Securities Corporation

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Spotswood, New Jersey
CRD number
7155
Registered since
January 2, 1976

Firm profile

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Overview

Sterling, Grace Municipal Securities Corporation is a corporate adviser that has been SEC-registered since 1976. Public records list its ownership as a mix of domestic entities, foreign entities, and individuals and show the firm classified as "Unclassified." The snapshot flags several operational attributes: it is not identified as a capital allocator, is not marked as an active ESG investor, and is recorded as a single-state (non–multi-state) adviser. It is also not described as newly formed, a pension consultant, or a related adviser in the available filing. The firm's publicly available profile in this dataset provides very limited operational detail. There are no disclosed descriptions of advisory activities, client segments, fee schedules, or investment mandates, so portfolio construction, use of public equities and ETFs, or any allocation to alternative strategies cannot be inferred from these records. The filing does note two office locations but does not supply further address- or personnel-level detail in this source.

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

Contacts

3 of 9
  • Mark Doyle

    VP, TradingCRD 841024

  • Charles Post

    Charles Post

    Vice PresidentCRD 2434477

  • Thomas Mundy

    VP of OperationsCRD 2193202

Unlock 6 more contacts

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

Spotswood, NJ

Middlesex

Location

Spotswood, NJ

Headquartered in Spotswood, NJ, 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
Middlesex
Address
100 Summerhill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth