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 has been SEC-registered since 2016. The ownership structure listed combines a domestic entity and an individual. The firm is not placed into a specific industry classification in the source record and has not identified itself as a related adviser or a newly formed adviser. Regulatory and operating attributes reported for Ceres Securities, LLC include that it does not act as a capital allocator, is not a multi-state adviser, is not a pension consultant, and is not an active ESG investor. The firm did not provide descriptive entries for its core business activities, advisory services, client segments, or fee arrangements in the supplied data.
Assets & Accounts
Investments & Alternatives
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

Edward Corrigan
Vice President of Business DevelopmentCRD 7329830

Tamara Schooley
Assistant ControllerCRD 6771423
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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