Bethesda Securities, LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 281179
- Registered since
- May 6, 2016
- Website
- bethesdasecurities.com
Firm profile
FINTRXOverview
Bethesda Securities, LLC is a limited liability company that registered with the SEC in 2016. Public filings and the snapshot provided contain minimal detail about the firm's business model or target clients. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as Unclassified in the available data and it indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related 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
2 of 2
Brian Carroll
Chief Financial OfficerCRD 5016023
Anthony Becraft
Co-ceoCRD 4604728
Contacts
3 of 5Richard Bossick
Manager, OperationsCRD 6699390
Christopher Erhorn
Senior Vice PresidentCRD 6147098
Gregory Henry
Vice PresidentCRD 6556427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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