CRB Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Fort Lee, New Jersey
CRD number
283134
Registered since
December 4, 2017

Firm profile

FINTRX

Overview

CRB Securities, LLC is a limited liability company that registered with the SEC in 2017 and is classified in the dataset as an investment bank. The firm is listed as owned by a domestic entity/individual. Available records indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state adviser, pension consultant, or related adviser. The dataset provides no detail on specific business lines, advisory offerings, or client segments.

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

3 of 4
  • Erica Willems

    Erica Willems

    Chief Operating OfficerCRD 4389694

  • Noah Cooper

    Noah Cooper

    Chief Investment OfficerCRD 5571488

  • Christopher Kelm

    Christopher Kelm

    Chief Compliance OfficerCRD 1694572

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Contacts

3 of 16
  • Kevin Allen

    Kevin Allen

    VP Asset ManagementCRD 7477896

  • Andrew Wernick

    Capital Markets SpecialistCRD 4829256

  • Shubham Surana

    Shubham Surana

    Capital Markets AssociateCRD 6967636

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lee, NJ

Bergen

Location

Fort Lee, NJ

Headquartered in Fort Lee, NJ, 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
Bergen
Address
2115 Linwood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth