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. Public filings classify the firm as unclassified and identify ownership as a mix of a domestic entity and an individual. Available data indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not reported as a multi-state adviser, a pension consultant, or a related adviser. The dataset provides no granular detail on the firm’s investment strategies, asset allocation preferences, target client segments, or specific advisory activities.

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

2 of 2
  • Brian Carroll

    Brian Carroll

    Chief Financial OfficerCRD 5016023

  • Anthony Becraft

    Anthony Becraft

    Co-CEOCRD 4604728

Contacts

3 of 5
  • Richard Bossick

    Manager, OperationsCRD 6699390

  • Christopher Erhorn

    Christopher Erhorn

    Senior Vice PresidentCRD 6147098

  • Gregory Henry

    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