Banyan Securities, LLC
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 22395
- Registered since
- June 23, 1988
- Website
- www.banyansec.com
Firm profile
FINTRXOverview
Banyan Securities, LLC is organized as a limited liability company and has been registered with the SEC since 1988. Ownership is held by an individual rather than by a corporate parent or broader ownership group. Public filings characterize the firm as “unclassified” and indicate it does not act as a capital allocator, is not active on ESG investing, and does not operate as a multi-state adviser or pension consultant. The data provided contains minimal detail about the firm’s client segments, fee model, or the specific advisory services it offers. The firm’s public profile is sparse: there are no listed related advisers, and Banyan Securities is not identified as a newly formed adviser. Because available disclosures are limited, there is little visibility into its investment process, product lineup, or distribution strategy from the information supplied.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Claudio Chiuchiarelli
Managing PartnerCRD 706517

Peter Berta
Registered RepresentativeCRD 1055660
Greg Vittor
FinOpCRD 1864219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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