Banyan Securities, LLC

Overview

Banyan Securities, LLC is organized as a limited liability company and is recorded as SEC-registered since 1988. FINTRX identifies the firm as owner-operated (individual ownership) and places it in an unclassified category rather than a defined RIA segment. The database flags several status items: the firm is not designated as a capital allocator, is not an active ESG investor, is not a multistate adviser, and is not listed as a pension consultant or related adviser. The available records do not include a description of the firm's advisory services, target client segments, or investment philosophy. That absence of public detail constrains any assessment of how Banyan Securities positions itself in the market or how it constructs portfolios for clients.

Assets & Accounts

Location & Offices