Ceres Securities, LLC
Firm details
- Headquarters
- South Bend, Indiana
- CRD number
- 269903
- Registered since
- August 5, 2016
- Website
- www.cerespartners.com
Firm profile
FINTRXOverview
Ceres Securities, LLC is organized as a limited liability company and is recorded in FINTRX as having mixed ownership characteristics (domestic entity and individual owner). The firm is categorized as unclassified in the snapshot data. Available records do not include descriptive details about its advisory mandate, client segments, or fee schedules. FINTRX flags Ceres Securities as not being a capital allocator and not an active ESG investor; other operational classifications on the snapshot (multi-state adviser, pension consultant, related adviser, newly formed adviser) are also marked negatively.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 5
Barbara Keady
Director of MarketingCRD 1498972

Morgan Marsh
Director of Investor RelationsCRD 6520672

Perry O'grady
New Business DevelopmentCRD 6630985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Bend, IN
St Joseph
Location
South Bend, IN
Headquartered in South Bend, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 806 Howard St
- Time zone
- ET (UTC-5)
- Office locations
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