Wavecrest Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
160135
Registered since
January 22, 2013

Firm profile

FINTRX

Overview

Wavecrest Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm shows SEC registration dating to 2013 and is owned by a combination of a domestic entity and an individual. The record flags the firm as not being an active ESG investor and it is not identified as a multi-state adviser, capital allocator, or pension consultant. The information in the snapshot indicates Wavecrest operates in a non-advisory capacity relative to traditional wealth-management firms; available fields for advisory activities and fee structure are blank in the source data.

Assets & Accounts

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

Contacts

3 of 17
  • Kristoffer Mack

    FounderCRD 1600055

  • Paul Rapello

    Senior Managing DirectorCRD 1726017

  • John Creighton

    SalesCRD 1909492

Unlock 14 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brentwood, TN

Williamson

Location

Brentwood, TN

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

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
205 Powell Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth