Falls Bridge Securities, LLC

Broker-DealerFINRA MemberEst. 2019
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 appears on the SEC register with an effective date in 2019. The firm's ownership is recorded as a mix of a domestic entity and an individual. Its internal classification is listed as "unclassified." In the snapshot data the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The source file does not provide descriptive entries for the firm's client mix, fee schedule, or specific advisory services, so there is no detail available here about the types of clients it serves or the advisory products it offers.

Assets & Accounts

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

2 of 2
  • Darren Rough

    Darren Rough

    CFOCRD 4232156

  • John Marron

    Chief Investment OfficerCRD 7861705

Contacts

3 of 3
  • James Grossman

    James Grossman

    Senior AdvisorCRD 7861193

  • Michael Kirwan

    Michael Kirwan

    Founder and PresidentCRD 4263096

  • Patrick Currie

    Patrick Currie

    PartnerCRD 4998977

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth