Safeguard Securities, Inc.

Safeguard Securities, Inc. (CRD# 31256) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $185,923,516 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $1,264,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Safeguard Securities, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John E. Danch
CRD#: 4881240
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

John Danch (CRD# 4881240) is an Investment Advisor Representative working at Safeguard Securities, Inc. in Mayfield Heights, OH and has over 11 years of experience in the finance industry.

2
William M. Koenig
CRD#: 4297959
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
93
Wealthminder
score

William Koenig (CRD# 4297959) is an Investment Advisor Representative working at Safeguard Securities, Inc. in Mayfield Heights, OH and has over 15 years of experience in the finance industry.

3
Robert K. Murray
CRD#: 2197631
Fort Myers, FL
90
Wealthminder
score

Robert Murray (CRD# 2197631) is an Investment Advisor Representative working at Safeguard Securities, Inc. in Fort Myers, FL and has over 24 years of experience in the finance industry.

4
Peter L. Mooney
CRD#: 2365429
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH 44124
51
Wealthminder
score

Peter Mooney (CRD# 2365429) is an Investment Advisor Representative working at Safeguard Securities, Inc. in Mayfield Heights, OH and has over 21 years of experience in the finance industry.

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