Westminster Financial Securities, Inc.
Firm details
- Headquarters
- Dayton, Ohio
- CRD number
- 20677
- Registered since
- October 2, 1987
- Website
- www.westminsterfinancial.com
Firm profile
FINTRXOverview
Westminster Financial Securities, Inc. is organized as a corporation and appears in SEC records dating to 1987. Filings classify ownership as a combination of a domestic entity and an individual. The regulatory snapshot lists the firm as unclassified and flags several “no” designations: 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 a related adviser. The source file does not supply details on fee schedules, client segments, or specific advisory activities.
Assets & Accounts
Location & Offices
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
3 of 7
Lawrence Brazie
Chairman & CEOCRD 857097

Edward Laughlin
Chief Investment OfficerCRD 303560

Kirk Stager
President, Chief Executive OfficerCRD 2785614
Contacts
3 of 51Andrew Gelembyn
Registered RepresentativeCRD 1712028
Christine Tenbarge
Financial AdvisorCRD 724373

David Cafro
OwnerCRD 1004120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SKA Securities, Inc.
Broker-DealerFairview Park, OH
Ultimus Fund Distributors, LLC
Broker-DealerCincinnati, OH
Investments For You, Inc.
Broker-DealerMarysville, OH
Edgepoint Capital Advisors LLC
Broker-DealerBeachwood, OH
Yellow Cardinal Corporate Finance, LLC
Broker-DealerHamilton, OH
Arbor Court Capital, LLC
Broker-DealerBroadview Heights, OH