WASHINGTON SECURITIES CORPORATION

Broker-DealerFINRA MemberEst. 1999

Total AUM

$7M

Discretionary

$0

0% of AUM

Accounts

8

Employees

10

Advisory reps

8

Brokerage reps

10

Firm details

Headquarters: CHEVY CHASE, Maryland
CRD number: 46213
Registered since: April 12, 1999
Website: www.washingtonsecurities.com
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Washington Securities Corporation operates as a corporation and is primarily engaged in broker-dealer activities. Established in 1999, the firm focuses on providing portfolio management services to individual clients and small businesses. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser. Washington Securities Corporation has a straightforward fee structure based on a percentage of assets under management, which aligns its interests with those of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities90%
Cash & Cash Equivalents10%

Owners & executives

1 of 1

HERBERT MILLARD
CEOCRD 817355

Contacts

3 of 7

NICKEY DALLAS TURNER
CRD 1631638
EARL ZASTROW
ComptrollerCRD 1816127
HENRY ABBOTT
Vice PresidentCRD 1249819

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: MONTGOMERY
Address: 6935 Wisconsin Ave
Time zone: ET (UTC-5)
Office locations

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