What departments does Fulcrum Securities have?

Fulcrum Securities has employees across 3 departments including Legal, Banking, Sales.

What is the largest department at Fulcrum Securities?

The largest department at Fulcrum Securities is Legal with 1 employees.

Where are Fulcrum Securities employees located globally?

Fulcrum Securities has employees across 1 continents and 1 countries including United States Of America.

How has Fulcrum Securities's team size changed over time?

Fulcrum Securities's team has remained stable from approximately 6 to 6 employees based on available data.

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.

Fulcrum Securities Global Highlights

North America
28

United States Of America
28

Fulcrum Securities's Leadership

C. L.
Chief Compliance Officer
Mobile Phone
Email
L. C.
Vice President Investments
Mobile Phone
Email
D. M.
President
Mobile Phone
Email
J. J. A. G.
First Vice President, Wealth Management
Mobile Phone
Email
B. W.
Managing Director
Mobile Phone
Email
C. W.
Managing Director
Mobile Phone
Email
B. B.
Vice Chairman
Mobile Phone
Email
B. R.
Financial Advisor
Mobile Phone
Email

Fulcrum Securities Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Finance
Accounting
Administrative
Other

Contact profiles from Fulcrum Securities

Name

Title

Contact

Location

Last Update

C. L.
Chief Compliance Officer
Mobile Phone
Email
Oct 21, 2024
D. M.
President
Mobile Phone
Email
Oct 21, 2024
J. J. A. G.
First Vice President, Wealth Management
Mobile Phone
Email
Oct 26, 2025
L. C.
Vice President Investments
Mobile Phone
Email
Oct 23, 2024
B. W.
Managing Director
Mobile Phone
Email
Oct 17, 2024
C. W.
Managing Director
Mobile Phone
Email
Oct 16, 2024
B. B.
Vice Chairman
Mobile Phone
Email
Jun 01, 2026
B. R.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
M. E.
Institutional Sales Trader
Mobile Phone
Email
Oct 22, 2024
T. F.
Invest Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Fulcrum Securities known for?

Fulcrum Securities was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-314-336-****

. Explore Fulcrum Securities's company overview page for more information.

What is Fulcrum Securities's most common email format?

Fulcrum Securities employees' email format typically follows the pattern of . 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?

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

Who are Fulcrum Securities's key employees and leadership?

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

Chief Compliance Officer: C. L.
Vice President Investments: L. C.
President: D. M.
First Vice President, Wealth Management: J. J. A. G.
Managing Director: B. W.

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Fulcrum Securities Employee Directory

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