Lombard Securities Incorporated
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 27954
- Registered since
- February 11, 1991
- Website
- www.golombard.com
Firm profile
FINTRXOverview
Lombard Securities Incorporated is listed as a corporation that first registered with the SEC in 1991 and is held by an individual owner. The firm's regulatory snapshot classifies it as "unclassified" and flags it as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source file does not provide details about the firm's advisory activities, fee schedule, business activities, or client demographics. Those fields were left blank in the provided data, and the record does not report advisory assets or client counts.
Assets & Accounts
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
3 of 3Terry Donlan Welker
Chief Compliance OfficerCRD 2825889

William Socha
Co-CEO & CFOCRD 712323

Charles Fox
Co-CEOCRD 1201770
Contacts
3 of 54
Harvey Byrd
Investment Advisor RepresentativeCRD 5202142
Christopher Oates
RepresentativeCRD 7112669

David Guensch
Financial AdvisorCRD 1769051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1820 Lancaster St
- Time zone
- ET (UTC-5)
- Office locations
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