SECHREST FINANCIAL SERVICES LLC
Legal name: SECHREST FINANCIAL SERVICES
CRD #128688 SEC #801-112402 ACTON, MA 978-795-1284
SEC Registered
Total AUM
$183.2M
Discretionary
$0
Employees
4
Clients
51
Accounts
357
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLOOM, JAROD, JONATHAN | I | VICE PRESIDENT | NA | |
| BLOOM, JAROD, JONATHAN | I | PRINCIPAL, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| BLOOM, JAROD, JONATHAN | I | MANAGING MEMBER, CCO | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | CHIEF COMPLIANCE OFFICER, PRINCIPAL | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | PRINCIPAL | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | PRINCIPAL | E | Control |
| SECHREST, CYNTHIA, GLAZIER | I | PRINCIPAL | E | Control |
| BLOOM, JAROD, JONATHAN | I | PRINCIPAL | B | Control |
| BLOOM, JAROD, JONATHAN | I | PRINCIPAL, CCO | B | Control |
| BLOOM, JAROD, JONATHAN | I | PRINCIPAL, CCO | B | Control |
| BLOOM, JAROD, JONATHAN | I | PRINCIPAL, CCO | B | Control |
Registrations
Federal
IA
May 8, 2025 REGISTERED
Notice Filings (3)
MA NH TX
Address
ONE ACTON PLACE, SUITE 301526 MAIN STREET
ACTON, MA 01720
United States
Phone: 978-795-1284