Sterling, Grace Municipal Securities Corporation

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Spotswood, New Jersey
CRD number
7155
Registered since
January 2, 1976

Firm profile

FINTRX

Overview

Sterling, Grace Municipal Securities Corporation is registered with the SEC and has been on record since 1976. FINTRX lists the entity type as a corporation and marks its ownership categories as domestic entity, foreign entity, and individual; the firm's classification is recorded as unclassified. The profile does not include descriptions of fee schedules, client segments, or advisory business lines. The record flags several negative attributes rather than active advisory roles: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX provides no narrative about the firm’s investment preferences, manager allocations, or affiliations.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 9
  • Mark Doyle

    VP, TradingCRD 841024

  • Charles Post

    Charles Post

    Vice PresidentCRD 2434477

  • Thomas Mundy

    VP of OperationsCRD 2193202

Unlock 6 more contacts

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

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Location

Primary office

Spotswood, NJ

Middlesex

Location

Spotswood, NJ

Headquartered in Spotswood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Middlesex
Address
100 Summerhill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth