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SECURITIES BROKERAGE SERVICES
SECURITIES BROKERAGE SERVICES, INC
CRD 119861
101 WEST MAIN STREET #104, CARNEGIE, PA, 15106-2427, United States
Phone
412-429-4040
Fax
412-429-4044
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$0
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2023-10-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES TO NON=PROFIT ORGANIZATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $10.8M |
| High net worth individuals | 4 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD