TRANSACT CAPITAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
GLEN ALLEN, Virginia
CRD number
133822
Registered since
June 15, 2005

Firm profile

FINTRX

Overview

Transact Capital Securities, LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is classified as an investment bank and is owned by a domestic entity/individual. According to the available records, Transact Capital Securities does not present itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state registered adviser or pension consultant. The firm’s public profile provides limited detail on its day-to-day advisory activities and client focus.

Assets & Accounts

Investments & Alternatives

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
  • John Ivan

    Chief Compliance OfficerCRD 1292150

Contacts

3 of 9
  • LUCIO MAESTRELLO

    Investment Banking Senior AnalystCRD 7454403

  • OLGA RIP

    FinOpCRD 5440553

  • Rusty Kruciak

    Managing DirectorCRD 6529392

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GLEN ALLEN, VA

HENRICO

Location

GLEN ALLEN, VA

Headquartered in GLEN ALLEN, VA, in the South of the United States.

Region
South
County
HENRICO
Address
4991 Lake Brook Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth