Banyan Tree Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Torrance, California
CRD number
171479
Registered since
March 30, 2017

Firm profile

FINTRX

Overview

Banyan Tree Securities, LLC is a limited liability company that registered with the SEC in 2017. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. Available regulatory snapshot fields indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. FINTRX also flags the firm as not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Standard operational details such as fee structure, client profile, specific business or advisory activities are not disclosed in the source data.

Assets & Accounts

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

Owners & executives

1 of 1
  • Jeannette Gaston

    Jeannette Gaston

    Founder and CEOCRD 2500225

Contacts

3 of 3
  • Adam Werthmuller

    Adam Werthmuller

    Credit AnalystCRD 7356606

  • Brian Goldberg

    Brian Goldberg

    Managing DirectorCRD 4095279

  • Kenneth Naehu

    Kenneth Naehu

    Managing DirectorCRD 1948458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Torrance, CA

Los Angeles

Location

Torrance, CA

Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
21250 Hawthorne Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth