What is Fulcrum Securities's NAICS code?

Fulcrum Securities's NAICS code is 52 (Finance and Insurance).

Insights

Mid-sized profile Fulcrum Securities operates as a small to mid-sized full-service broker-dealer with 11-50 employees and revenue in the 25 to 50 million range, indicating a potential bridge between boutique advisory needs and institutional services.

Regional reach Headquartered in St. Louis with multiple U.S. offices (McLean, Reston, New York, Radnor), suggesting opportunities for cross-regional product campaigns, regulatory/compliance services, and localized relationship building.

Affiliation leverage Affiliation with an SEC-registered investment advisor (Fulcrum Advisory Services) and fully disclosed clearing through Pershing highlights a potential for bundled custody, advisory, and broker-dealer solutions.

Tech footprint Technology stack includes AWS, WordPress, React, and PHP/Ruby with standard web security measures, presenting a door to modernization projects, cybersecurity enhancements, and digital transformation offerings.

Growth readiness Revenue scale and growth orientation imply readiness for scalable services such as fintech integrations, performance analytics, compliance tech upgrades, and outsourcing of non-core back-office functions.

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Fulcrum Securities Tech Stack

Fulcrum Securities uses 8 technology products and services including Amazon Web Services, WordPress, Afternic, and more. Explore Fulcrum Securities's tech stack below.

Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Afternic
E-commerce
React
Javascript Frameworks
jQuery
Javascript Libraries
PHP
Programming Languages
Ruby
Programming Languages
reCAPTCHA
Security

Fulcrum Securities's Email Address Formats

Fulcrum Securities uses at least 4 email formats:

Fulcrum Securities Email Formats	Example	Percentage
First@fulcrumsecurities.com	John@fulcrumsecurities.com	42%
First.Last@fulcrumsecurities.com	John.Doe@fulcrumsecurities.com	25%
FL@fulcrumsecurities.com	JD@fulcrumsecurities.com	16%
FirstL@fulcrumsecurities.com	JohnD@fulcrumsecurities.com	17%

Frequently Asked Questions

What is Fulcrum Securities's phone number?

You can contact Fulcrum Securities's main corporate office by phone at

+1-314-336-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fulcrum Securities's official website and social media links?

Fulcrum Securities's official website is fulcrumsecurities.com and has social profiles on LinkedIn.

How much revenue does Fulcrum Securities generate?

As of November 2026, Fulcrum Securities's annual revenue is estimated to be $10M - $25M.

What is Fulcrum Securities's SIC code and NAICS code?

Fulcrum Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Fulcrum Securities have currently?

As of November 2026, Fulcrum Securities has approximately 20 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: C. L., Vice President Investments: L. C. and President: D. M. Explore Fulcrum Securities's employee directory with LeadIQ.

What industry does Fulcrum Securities belong to?

Fulcrum Securities operates in the Financial Services industry.

What technology does Fulcrum Securities use?

Fulcrum Securities's tech stack includes Amazon Web Services, WordPress, Afternic, React, jQuery, PHP, Ruby and reCAPTCHA.

What is Fulcrum Securities's email format?

Fulcrum Securities's email format typically follows the pattern of First@fulcrumsecurities.com. Find more Fulcrum Securities email formats with LeadIQ.

When was Fulcrum Securities founded?

Fulcrum Securities was founded in 2004.

Fulcrum Securities

Q: How many employees does Fulcrum Securities have currently?

Fulcrum Securities has approximately 20 employees.

Financial ServicesMissouri, United States11-50 Employees

Fulcrum Securities is a financial services firm that operates as a full-service broker-dealer. It is headquartered in St. Louis, Missouri, and maintains additional offices in McLean, VA; Reston, VA; New York, NY; and Radnor, PA. The firm clears its broker-dealer activities through Pershing, LLC on a fully disclosed basis, and it is affiliated with Fulcrum Advisory Services, LLC, an SEC-registered investment adviser.

The business combines brokerage services with an affiliated advisory entity, indicating a dual capability in execution and advisory support for professional market participants. With its headquarters in St. Louis and a multi-office footprint in Virginia, New York, and Pennsylvania, the firm serves clients across several major markets. In this context, the firm operates as a relatively small to mid-sized participant within the financial services landscape.