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 snapshot data as an investment bank. The firm is listed as having a domestic-entity and individual ownership structure. The FINTRX snapshot does not detail advisory or manager-allocation activity, and it flags the firm as not engaging in active ESG investing. It is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
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 16
Zachary Nugent
CEOCRD 5143510
Andreas Roell
Chief Executive Officer & FounderCRD 7270470
Alex Urdea
Chief Investment OfficerCRD 7126967
Contacts
3 of 329
Nazeela Nasseri
Registered RepresentativeCRD 5791374
Joncarlo Mark
PartnerCRD 6249625
Michael Wuest
Vice PresidentCRD 6752876
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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