Uhlmann Price Securities, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Skokie, Illinois
CRD number
42854
Registered since
July 24, 1997

Firm profile

FINTRX

Overview

Uhlmann Price Securities, LLC is organized as a limited liability company and has been SEC-registered since 1997. Ownership is noted as a combination of a domestic entity and individuals. The firm’s regulatory classification in the FINTRX snapshot is listed as unclassified, and the submission contains limited public detail on business lines or client segments. The snapshot flags several operational attributes: the firm is not identified as a capital allocator, it does not report active ESG investing, and it is not recorded as a multi-state adviser. Additional entries indicate it is not a newly formed adviser, not a pension consultant, and not listed as a related adviser.

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Cindy Kelly

    Cindy Kelly

    Chief Operating OfficerCRD 3270586

Contacts

3 of 36
  • Robin Brinckerhoff

    Robin Brinckerhoff

    PartnerCRD 5886950

  • Jerry Mcentee

    Senior DirectorCRD 4761473

  • Maureen Mackowski

    Registered RepresentativeCRD 867207

Unlock 33 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Skokie, IL

Cook

Location

Skokie, IL

Headquartered in Skokie, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
5202 Old Orchard Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth