Bailey & Co Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
302015
Registered since
November 6, 2019
Website
bnco.com

Firm profile

FINTRX

Overview

Bailey & Co Securities, LLC is organized as a limited liability company and is classified in vendor data as an investment bank. The firm is SEC-registered (registration recorded in 2019) and is owned by a combination of a domestic entity and an individual. FINTRX marks the firm as not acting as a capital allocator and not identifying itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. The profile in the source contains limited detail about specific business lines, advisory activities, fee schedules, or client segments. The available taxonomy emphasizes the firm's investment-banking classification rather than traditional registered-adviser attributes; beyond that classification there are no substantive descriptions of product offerings or target client types in the provided data.

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

2 of 2
  • Frank Ingraham

    Frank Ingraham

    Chief Compliance OfficerCRD 2918519

  • Timothy Scallen

    Managing Partner, CCO and COOCRD 5548802

Contacts

3 of 22
  • Charles Bryan

    Registered PrincipalCRD 1690279

  • Brett Epstein

    Brett Epstein

    Senior AnalystCRD 7701991

  • Kyle Hellmann

    Kyle Hellmann

    Registered RepresentativeCRD 7668310

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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
5511 Virginia Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth