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 privately owned corporate entity that has been SEC-registered since 1991. FINTRX classifies the firm as unclassified and lists the ownership as individual. The profile contains minimal detail about the firm's business model: FINTRX does not report a disclosed client base, fee structure, advisory activities, or capital-allocation role. Nolan Securities is not identified as an active ESG investor, is not flagged as a multistate adviser, and is not listed as a pension consultant or related adviser. Available public data on the firm's activities and affiliations is sparse, leaving its operating focus and target clients unclear. The lack of reported advisory activities in FINTRX suggests the firm does not present itself as an active RIA platform with managed client assets, at least in the data provided.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Bruce Kelly

    CRD 1385457

  • Eamon Kelly

    DirectorCRD 3254426

  • Leonard Schwalb

    Registered Financial ProfessionalCRD 1061625

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth