Nolan Securities Corp.
Firm details
- Headquarters
- Monterey, Massachusetts
- CRD number
- 27984
- Registered since
- February 1, 1991
Firm profile
FINTRXOverview
Nolan Securities Corp. is an individually owned corporate broker-dealer that has been SEC-registered since 1991. Public records classify the firm as "Unclassified" for regulatory purposes. The firm is not identified as a capital allocator and does not describe itself as an active ESG investor. It also does not present itself as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The firm has not disclosed a public profile of its client base, fee structure, or the specific advisory and brokerage activities it conducts. That absence of detailed operating or product information suggests a limited public footprint compared with larger registered firms.
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
Contacts
3 of 3Bruce Kelly
CRD 1385457
Eamon Kelly
DirectorCRD 3254426
Leonard Schwalb
Registered Financial ProfessionalCRD 1061625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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