Directtrade Securities, LLC
Firm details
- Headquarters
- Gig Harbor, Washington
- CRD number
- 315469
- Registered since
- November 15, 2022
Firm profile
FINTRXOverview
Directtrade Securities, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with an initial registration year of 2022. The firm’s ownership is listed as a mix of a domestic entity and an individual, and its classification is marked as unclassified in the source. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not designated as a multistate adviser; the data marks it as not newly formed despite the recent SEC registration year.
Assets & Accounts
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 4
Jeffrey Sims
Managing DirectorCRD 3247374
Sherri McCarty
ControllerCRD 6606536
Kelly Barker
Founder & PresidentCRD 1461293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gig Harbor, WA
Pierce
Location
Gig Harbor, WA
Headquartered in Gig Harbor, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 7708 84th Avenue Ct Nw
- Time zone
- PT (UTC-8)
- Office locations
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