Banyan Securities, LLC

Broker-DealerFINRA MemberEst. 1988
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 has been registered with the SEC since 1988. The firm is individually owned and is listed in the dataset without a specific advisory classification. The record indicates Banyan Securities does not operate as a capital allocator, does not identify as an active ESG investor, and is not presented as a multistate or newly formed adviser. The dataset also notes the firm is not described as a pension consultant or a related adviser. The firm did not provide descriptive details about its client base, fee structure, business or advisory activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Claudio Chiuchiarelli

    Managing PartnerCRD 706517

  • Peter Berta

    Peter Berta

    Registered RepresentativeCRD 1055660

  • Greg Vittor

    Greg Vittor

    FinOpCRD 1864219

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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