Westminster Financial Securities, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
60
Avg account
$0

Firm details

Headquarters
Dayton, Ohio
CRD number
20677
Registered since
October 2, 1987

Firm profile

FINTRX

Overview

Westminster Financial Securities, Inc. is organized as a corporation that has been SEC-registered since 1987. FINTRX classifies ownership as a combination of a domestic entity and an individual, and the firm is listed as unclassified for its business model. The snapshot data indicates Westminster is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Public disclosures in the dataset are sparse: there are no details provided about the firm’s advisory services, fee structure, client segments, or specific business activities. That limited visibility constrains firm-level conclusions about its service lines or client-facing offerings beyond the organizational attributes above.

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

Owners & executives

3 of 7
  • Lawrence Brazie

    Lawrence Brazie

    Chairman & CEOCRD 857097

  • Edward Laughlin

    Edward Laughlin

    Chief Investment OfficerCRD 303560

  • Kirk Stager

    Kirk Stager

    President, Chief Executive OfficerCRD 2785614

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Contacts

3 of 53
  • Andrew Gelembyn

    Registered RepresentativeCRD 1712028

  • Christine Tenbarge

    Financial AdvisorCRD 724373

  • David Cafro

    David Cafro

    OwnerCRD 1004120

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Wealth teams

FINTRX

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

Dayton, OH

Montgomery

Location

Dayton, OH

Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
50 Chestnut St
Time zone
ET (UTC-5)
Office locations

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