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 organized as a limited liability company and has been SEC-registered since 2017. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. Available disclosures indicate it does not operate as a capital allocator and does not present itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing detail on the firm’s client base, fee schedule, and specific advisory or business activities is limited in the source data, so its operating model beyond the investment bank classification is not documented here.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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