Nolan Securities Corp.

Broker-DealerFINRA MemberEst. 1991
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 a corporation that has been registered with the SEC since 1991. The firm is held by an individual owner and is listed under an "Unclassified" designation in the snapshot data, indicating it does not fall cleanly into the standard adviser categories captured by the source. The profile indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm did not supply detail on its client base, fee structure, advisory activities, or broader business activities in the source record. Several affiliation and activity fields are also blank in the available data, leaving the firm's operating model and client focus unspecified.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Leonard Schwalb

    Registered Financial ProfessionalCRD 1061625

  • Bruce Kelly

    CRD 1385457

  • Eamon Kelly

    DirectorCRD 3254426

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth