Marks Baughan Securities LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 132652
- Registered since
- February 25, 2005
- Website
- www.marksbaughan.com
Firm profile
FINTRXOverview
Marks Baughan Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2005 and is owned by an individual. Available records indicate it does not present itself as a capital allocator, is not an active ESG investor, and is not registered or flagged as a multi-state adviser, pension consultant, or related adviser. FINTRX does not provide detail on the firm’s advisory activities, client segments, fee schedule, or specific business lines, so there is limited visibility into how the firm positions its services or what client types it targets.
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
1 of 1
William Takeuchi
Chief Operating OfficerCRD 2931748
Contacts
3 of 14
Christopher Rose
Managing DirectorCRD 5131028

Jake Tavroff
Investment Banking AnalystCRD 8154915
William Gatti
Investment Banking AnalystCRD 7808103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, 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
- Montgomery
- Address
- 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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