Executive Services Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Accounts
0
Employees
15
Advisory reps
19
Brokerage reps
15
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
25299
Registered since
October 6, 1989
Fee structure
Commissions

Firm profile

FINTRX

Overview

Executive Services Securities, LLC is a Georgia-registered limited liability company that operates primarily as a broker-dealer and an insurance broker. The firm conducts transactions on a commission basis and reports ownership tied to a domestic entity and an individual. Its public profile lists affiliations across broker-dealer, other investment adviser, insurance company and pension consulting circles, but it does not act as a capital allocator or an ESG-focused investor. The adviser-related fields in its snapshot are limited, and it is not described as a multi-state or newly formed adviser.

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

Owners & executives

1 of 1
  • Kenneth Felts

    CFOCRD 3066592

Contacts

3 of 18
  • William Folan

    William Folan

    Senior Vice President and Managing DirectorCRD 1881520

  • Edward Kroell

    Edward Kroell

    Vice President, Financial ServicesCRD 2615310

  • Brett Ronald Schneider

    Brett Ronald Schneider

    Executive Vice PresidentCRD 5636953

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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

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3445 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth