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. 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

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

  • Peter Berta

    Peter Berta

    Registered RepresentativeCRD 1055660

  • Greg Vittor

    Greg Vittor

    FinOpCRD 1864219

Unlock 2 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth