Crush Securities LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Half Moon Bay, California
CRD number
316407
Registered since
November 10, 2022

Firm profile

FINTRX

Overview

Crush Securities LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a registration year of 2022. Public filings identify the owner type as a combination of a domestic entity and an individual and classify the firm as unclassified. The firm does not present itself as a capital allocator or an active ESG investor; it also is not identified as a pension consultant or a related adviser. Key items such as client segments, fee schedules, and the firm’s stated advisory or business activities are not included in the available records.

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

2 of 2
  • Miles Edwards

    Chief Compliance OfficerCRD 2040332

  • Charles Christofilis

    Charles Christofilis

    CEO and CCOCRD 1518196

Contacts

1 of 1
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

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

Half Moon Bay, CA

San Mateo

Location

Half Moon Bay, CA

Headquartered in Half Moon Bay, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
80 Stone Pine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth