Crescent Securities Group, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
114993
Registered since
December 14, 2001

Firm profile

FINTRX

Overview

Crescent Securities Group, Inc. is a corporation that has been SEC-registered since 2001 and is classified in the snapshot data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not flagged as a multi-state adviser or a pension consultant. The source data does not supply details on Crescent Securities Group, Inc.'s advisory activities, fee schedule, client segments, or specific business lines. That absence of descriptive activity in the record limits what can be said about the firm's product shelf or client-facing services beyond its classification as an investment bank.

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

1 of 1
  • Tyler Castle

    Tyler Castle

    President, CEOCRD 6595502

Contacts

3 of 45
  • Jordan Jardine

    Jordan Jardine

    Managing DirectorCRD 6530988

  • Michelle Vargas

    Michelle Vargas

    Operations ManagerCRD 5011207

  • Victor Dimaggio

    Registered RepresentativeCRD 2539385

Unlock 42 more contacts

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

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
4975 Preston Park Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth