Bethesda Securities, LLC

Broker-DealerFINRA Member
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 is listed in FINTRX with an owner type described as Domestic Entity | Individual. The platform classifies the firm as Unclassified and the available profile fields for advisory activities, business activities, and client base are not populated. Reported firm attributes indicate it is not a capital allocator and does not identify as an active ESG investor. Additional flags show it is not designated as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The public record for this entity is sparse. The absence of descriptive business activity and client-type entries suggests the firm either operates outside the typical RIA reporting pathways or has chosen not to disclose customary profile details to FINTRX.

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
  • Anthony Becraft

    Anthony Becraft

    Co-ceoCRD 4604728

  • Brian Carroll

    Brian Carroll

    Chief Financial OfficerCRD 5016023

Contacts

3 of 5
  • Andrew Sullivan

    ManagerCRD 5745045

  • Christopher Erhorn

    Christopher Erhorn

    Senior Vice PresidentCRD 6147098

  • Sean Reid

    Sean Reid

    Executive Vice PresidentCRD 6553846

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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