Nolan Securities Corp.

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

3

Avg account

$0

Firm details

Headquarters: Monterey, Massachusetts
CRD number: 27984
Registered since: February 1, 1991

Firm profile

FINTRX

Overview

Nolan Securities Corp. is organized as a corporation with individual ownership. FINTRX classifies the firm as unclassified and notes it does not act as a capital allocator. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not list details on the firm's client base, fee structure, specific business activities, or advisory services.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 3

Leonard Schwalb
Registered Financial ProfessionalCRD 1061625
Bruce Kelly
CRD 1385457
Eamon Kelly
DirectorCRD 3254426

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Monterey, MA

Berkshire

Location

Monterey, MA

Headquartered in Monterey, MA, in the Northeast of the United States.

Region: Northeast
County: Berkshire
Address: 535 Main Rd
Time zone: ET (UTC-5)
Office locations

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