Westminster Financial Securities, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
58
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 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

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

Unlock 4 more executives

Contacts

3 of 51
  • Andrew Gelembyn

    Registered RepresentativeCRD 1712028

  • Christine Tenbarge

    Financial AdvisorCRD 724373

  • David Cafro

    David Cafro

    OwnerCRD 1004120

Unlock 48 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth