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 organized as a limited liability company and is listed as SEC-registered since 2017. FINTRX indicates ownership involves both a domestic entity and an individual. The firm's profile on the platform is minimal: it is marked as unclassified and is not identified as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Public disclosures in the source provide no detail on client segments, fee schedules, specific advisory activities, or investment focus, so there is little visibility into how the firm positions its services or what client types it targets.

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
  • Brian Goldberg

    Brian Goldberg

    Managing DirectorCRD 4095279

  • Kenneth Naehu

    Kenneth Naehu

    Managing DirectorCRD 1948458

  • Adam Werthmuller

    Adam Werthmuller

    Credit AnalystCRD 7356606

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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