Marks Baughan Securities LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
132652
Registered since
February 25, 2005

Firm profile

FINTRX

Overview

Marks Baughan Securities LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is individually owned and is recorded as having been registered with the SEC in 2005. The profile data marks the firm as not acting as a capital allocator and indicates it does not report as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset provides no firm-level detail on client segments, advisory services, business lines, or fee schedules.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • William Takeuchi

    William Takeuchi

    Chief Operating OfficerCRD 2931748

Contacts

3 of 12
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • John Baughan

    John Baughan

    Managing MemberCRD 1902500

  • Christian Skoff

    Christian Skoff

    Investment BankingCRD 2872414

Unlock 9 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

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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