Wavecrest Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
160135
Registered since
January 22, 2013

Firm profile

FINTRX

Overview

Wavecrest Securities LLC is organized as a limited liability company and is described as an investment bank. Ownership is indicated as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not characterized as an active ESG investor. Available metadata also indicates it does not operate as a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or related adviser.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Brentwood, TN

Williamson

Location

Brentwood, TN

Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
205 Powell Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth