Wavecrest Securities LLC

Broker-DealerFINRA Member
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 the data as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The profile does not indicate that Wavecrest functions as a capital allocator or as a pension consultant, and it is not identified as an active ESG investor, a multi-state adviser, a related adviser, or a newly formed adviser. The firm’s snapshot contains few operational details about client types, fee structure, or advisory activities, which aligns with the investment-bank classification rather than a traditional asset-management or advisory business model.

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

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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

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