BA Securities, LLC
Firm details
- Headquarters
- West Cnshohocken, Pennsylvania
- CRD number
- 153489
- Registered since
- October 14, 2010
- Website
- www.basecuritiesllc.com
Firm profile
FINTRXOverview
BA Securities, LLC is organized as a limited liability company and is classified in the data as an investment bank. The firm first registered with the SEC in 2010. Ownership is recorded as a domestic entity and an individual; beyond that the dataset does not provide principals or operating executives. The available records do not describe fee schedules, advisory business lines, or client segments. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. It is also not listed as a pension consultant, a related adviser, or a newly formed adviser in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 16Howard Kahn
CEOCRD 6661424

Andreas Roell
Chief Executive Officer & FounderCRD 7270470

Jess Larsen
Founder & CEOCRD 6311217
Contacts
3 of 310
Joel Gragg
Founder & Managing PartnerCRD 4287765
Brewer Stone
PartnerCRD 2484748

Theophile Baltierra
Investment Banking AnalystCRD 8216652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Cnshohocken, PA
Montgomery
Location
West Cnshohocken, PA
Headquartered in West Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 200 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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