Lombard Securities Incorporated

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
57
Avg account
$0

Firm details

Headquarters
Baltimore, Maryland
CRD number
27954
Registered since
February 11, 1991

Firm profile

FINTRX

Overview

Lombard Securities Incorporated is organized as a corporation and has been registered with the SEC since 1991. The firm is individually owned and is classified in FINTRX data as "Unclassified." The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. FINTRX flags also show it is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm did not supply descriptions of its business activities, advisory services, or client base in the provided data, and no activities or affiliations were disclosed.

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

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Client base

Client personas

Owners & executives

3 of 3
  • Terry Donlan Welker

    Chief Compliance OfficerCRD 2825889

  • William Socha

    William Socha

    Co-CEO & CFOCRD 712323

  • Charles Fox

    Charles Fox

    Co-CEOCRD 1201770

Contacts

3 of 54
  • Harvey Byrd

    Harvey Byrd

    Investment Advisor RepresentativeCRD 5202142

  • Christopher Oates

    RepresentativeCRD 7112669

  • David Guensch

    David Guensch

    Financial AdvisorCRD 1769051

Unlock 51 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth