Falls Bridge Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Bryn Mawr, Pennsylvania
CRD number
299526
Registered since
June 10, 2019

Firm profile

FINTRX

Overview

Falls Bridge Securities, LLC is organized as a limited liability company and is domestically owned by an individual. Public-facing records list the firm’s classification as unclassified and indicate it maintains two office locations. The firm’s disclosures leave a narrow trail of operational detail. The firm’s profile flags that it is not a capital allocator and does not identify as an active ESG investor. It is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Information about client types, fee schedules, advisory activities, and assets or account counts is not provided in the materials reviewed.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Darren Rough

    Darren Rough

    CFOCRD 4232156

  • John Marron

    Chief Investment OfficerCRD 7861705

Contacts

3 of 3
  • Michael Kirwan

    Michael Kirwan

    Founder and PresidentCRD 4263096

  • Patrick Currie

    Patrick Currie

    PartnerCRD 4998977

  • James Grossman

    James Grossman

    Senior AdvisorCRD 7861193

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

Bryn Mawr, PA

Delaware

Location

Bryn Mawr, PA

Headquartered in Bryn Mawr, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
32 N Bryn Mawr Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth