Fulcrum Securities logo

Fulcrum Securities Employee Directory

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.

Find Fulcrum Securities employees' phone numbers or email addresses

Fulcrum Securities Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Fulcrum Securities's Leadership

  • Chief Compliance Officer at Fulcrum Securities
    C. L.
    Chief Compliance Officer
  • Vice President Investments at Fulcrum Securities
    L. C.
    Vice President Investments
  • President at Fulcrum Securities
    D. M.
    President
  • Vice Chairman at Fulcrum Securities
    B. B.
    Vice Chairman
  • Managing Director at Fulcrum Securities
    B. W.
    Managing Director
  • Managing Director at Fulcrum Securities
    C. W.
    Managing Director
  • First Vice President, Wealth Management at Fulcrum Securities
    J. J. A. G.
    First Vice President, Wealth Management
  • Financial Advisor at Fulcrum Securities
    B. R.
    Financial Advisor

Fulcrum Securities Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Other

Contact profiles from Fulcrum Securities

Name
Title
Contact
Location
Last Update
  • Vice Chairman at Fulcrum Securities
    B. B.
    Vice Chairman
    Sep 18, 2026
  • Managing Director at Fulcrum Securities
    B. W.
    Managing Director
    Oct 17, 2024
  • Managing Director at Fulcrum Securities
    C. W.
    Managing Director
    Oct 16, 2024
  • Chief Compliance Officer at Fulcrum Securities
    C. L.
    Chief Compliance Officer
    Oct 21, 2024
  • President at Fulcrum Securities
    D. M.
    President
    Oct 21, 2024
  • First Vice President, Wealth Management at Fulcrum Securities
    J. J. A. G.
    First Vice President, Wealth Management
    Oct 26, 2025
  • Vice President Investments at Fulcrum Securities
    L. C.
    Vice President Investments
    Oct 23, 2024
  • Financial Advisor at Fulcrum Securities
    B. R.
    Financial Advisor
    Oct 21, 2024
  • Institutional Sales Trader at Fulcrum Securities
    M. E.
    Institutional Sales Trader
    Oct 22, 2024
  • Invest Advisor at Fulcrum Securities
    T. F.
    Invest Advisor
    Oct 17, 2024

Frequently Asked Questions

What is Fulcrum Securities known for?

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Fulcrum Securities was founded in 2004 and operates in the Financial Services industry. You can contact Fulcrum Securities's main corporate office by phone at . Explore Fulcrum Securities's company overview page for more information.

What is Fulcrum Securities's most common email format?

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Fulcrum Securities employees' email format typically follows the pattern of First@fulcrumsecurities.com. Trying to find reliable and up-to-date employee contact data? Find more Fulcrum Securities email formats with LeadIQ.

How many employees does Fulcrum Securities have currently?

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Fulcrum Securities has approximately 20 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Fulcrum Securities's key employees and leadership?

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As of September 2026, Fulcrum Securities's key employees include:

  • Chief Compliance Officer: C. L.
  • Vice President Investments: L. C.
  • President: D. M.
  • Vice Chairman: B. B.
  • Managing Director: B. W.

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