Creand Securities

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
38964
Registered since
November 29, 1995
Website
creand.us

Firm profile

FINTRX

Overview

Creand Securities is organized as a limited liability company and has been SEC-registered since 1995. Public records classify the firm as "unclassified" and identify its ownership as a mix of a domestic entity and an individual. The firm is not recorded as a capital allocator, is not active on ESG investing, and does not appear as a multi-state or newly formed adviser. It is likewise not listed as a pension consultant or as a related adviser. The firm did not provide descriptive details on core business activities, advisory services, fee arrangements, or the makeup of its client base in the available dataset.

Assets & Accounts

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
  • Cecilia Martinez Fresneda

    Cecilia Martinez Fresneda

    Project CoordinatorCRD 6873806

  • Idelma Hervis

    CCO & CFOCRD 1429292

  • Maryori Escudero

    Maryori Escudero

    Chief Operations OfficerCRD 4913350

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Contacts

3 of 23
  • Elizangela De Liz Hartwell

    Elizangela De Liz Hartwell

    Vice PresidentCRD 6011481

  • Meritxell Pons-torres

    Director of Asset ManagementCRD 6329350

  • Josep Lopez Valero

    Josep Lopez Valero

    Senior Financial AdvisorCRD 6969611

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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

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
777 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth