Transact Capital Securities, LLC
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 133822
- Registered since
- June 15, 2005
- Website
- transactcapital.com
Firm profile
FINTRXOverview
Transact Capital Securities, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is SEC-registered since 2005 and is owned at the domestic entity/individual level. In the snapshot data several firm attributes are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm’s snapshot provides limited detail about its day-to-day advisory or brokerage activities and does not include a client segmentation or published fee schedule in the source dataset.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Ivan
Chief Compliance OfficerCRD 1292150
Contacts
3 of 10
William Moore
Investment Banking AssociateCRD 7866263

Lucio Maestrello
Investment Banking Senior AnalystCRD 7454403
Olga Rip
FinOpCRD 5440553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Allen, VA
Henrico
Location
Glen Allen, VA
Headquartered in Glen Allen, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 4991 Lake Brook Dr
- Time zone
- ET (UTC-5)
- Office locations
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