Crosstree Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
154675
Registered since
April 26, 2011

Firm profile

FINTRX

Overview

Crosstree Capital Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (initial registration listed as 2011) and is described as owned by an individual. The publicly available profile does not include detail on its specific business lines, advisory activities, or client segments. The dataset flags the firm as not acting as a capital allocator and not an active ESG investor, and it is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 11
  • Samarpan Das

    Samarpan Das

    Investment Banking AssociateCRD 7132072

  • Gregory Bare

    Gregory Bare

    Director, Investment BankingCRD 6370297

  • Benjamin Garber

    Benjamin Garber

    DirectorCRD 7802215

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
4830 W Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth