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 with ownership listed as both a domestic entity and an individual. The firm's internal classification is recorded as unclassified. Available records indicate it does not act as a capital allocator and is not identified as an active ESG investor. Other operational flags include: not designated as a multi-state adviser, not newly formed, not listed as a pension consultant, and not recorded as a related adviser. Disclosure about the firm's client mix, fee structure, core business activities and advisory services is not provided in the available data. That limits visibility into how the firm sources clients, charges for services, or structures its investment programs.
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 7Mary Ferguson
Chief Compliance OfficerCRD 4463477

Edward Laughlin
Chief Investment OfficerCRD 303560

Lawrence Brazie
Chairman & CEOCRD 857097
Contacts
3 of 51
Sophie Helenek
Financial AdvisorCRD 5126715
Gregory Johnson
Senior Wealth AdvisorCRD 5178491

Peter Bittermann
Registered RepresentativeCRD 4153389
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
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