Nolan Securities Corp.
Firm details
- Headquarters
- Monterey, Massachusetts
- CRD number
- 27984
- Registered since
- February 1, 1991
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Leonard Schwalb
Registered Financial ProfessionalCRD 1061625
Bruce Kelly
CRD 1385457
Eamon Kelly
DirectorCRD 3254426
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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