CRB Securities, LLC
Firm details
- Headquarters
- Fort Lee, New Jersey
- CRD number
- 283134
- Registered since
- December 4, 2017
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Erica Willems
Chief Operating OfficerCRD 4389694

Noah Cooper
Chief Investment OfficerCRD 5571488

Christopher Kelm
Chief Compliance OfficerCRD 1694572
Contacts
3 of 16
Kevin Allen
VP Asset ManagementCRD 7477896
Andrew Wernick
Capital Markets SpecialistCRD 4829256

Shubham Surana
Capital Markets AssociateCRD 6967636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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