BETHESDA SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
281179
Registered since
May 6, 2016

Firm profile

FINTRX

Overview

Bethesda Securities, LLC is organized as a limited liability company and has been SEC‑registered since 2016. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the available dataset and is not identified as a capital allocator or an active ESG investor. It is also not flagged as a multi‑state adviser, a pension consultant, or a related adviser. Publicly available records tied to this profile provide only high‑level regulatory and organizational attributes; they do not supply a clear description of target clients, fee schedules, or the range of advisory services the firm delivers.

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
  • BRIAN CARROLL

    Chief Financial OfficerCRD 5016023

  • ANTHONY BECRAFT

    Co-CEOCRD 4604728

Contacts

3 of 5
  • RICHARD BOSSICK

    Manager, OperationsCRD 6699390

  • CHRISTOPHER ERHORN

    Senior Vice PresidentCRD 6147098

  • GREGORY HENRY

    Vice PresidentCRD 6556427

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
355 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth