Executive Services Securities, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 25299
- Registered since
- October 6, 1989
- Fee structure
- Commissions
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kenneth Felts
CFOCRD 3066592
Contacts
3 of 18
William Folan
Senior Vice President and Managing DirectorCRD 1881520

Edward Kroell
Vice President, Financial ServicesCRD 2615310

Brett Ronald Schneider
Executive Vice PresidentCRD 5636953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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