Banyan Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Larkspur, California
CRD number
22395
Registered since
June 23, 1988

Firm profile

FINTRX

Overview

Banyan Securities, LLC is organized as a limited liability company and is individually owned. FINTRX classifies the firm as unclassified and documents that it does not act as a capital allocator. The dataset indicates the firm is not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. The firm has not supplied descriptive details about its client base, fee schedule, business or advisory activities, or affiliations. Public records in the provided dataset do not disclose its investment approach, product mix, or use of alternative investments.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Claudio Chiuchiarelli

    Managing PartnerCRD 706517

  • James Newman

    James Newman

    Registered RepresentativeCRD 716395

  • Jon Greenfield

    PartnerCRD 1054135

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Larkspur, CA

Marin

Location

Larkspur, CA

Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
17 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth