Praxess Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
326036
Registered since
June 20, 2023

Firm profile

FINTRX

Overview

Praxess Securities, LLC is organized as a limited liability company and registered with the SEC in 2023. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. Available profile fields indicate Praxess Securities is not serving as a capital allocator and is not identified as an active ESG investor. The snapshot data on file does not include discrete entries for client segments, fee schedules, advisory activities or business lines; several standard profile fields are blank. FINTRX also flags the firm as not operating as a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • James Wildman

    James Wildman

    Chief Executive OfficerCRD 2992224

Contacts

3 of 4
  • Jennifer Forsyth

    Managing DirectorCRD 4956758

  • Benjamin Smith

    Benjamin Smith

    Vice PresidentCRD 8082490

  • Thomas Kerestes

    Thomas Kerestes

    ConsultantCRD 4842923

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
21 Platform Way S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth