Equitybee Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
41896
Registered since
January 20, 1997

Firm profile

FINTRX

Overview

Equitybee Securities, LLC is organized as a limited liability company. Public records in the provided dataset do not classify the firm into a standard adviser category and indicate the business is not a capital allocator. Ownership is reported as involving a domestic entity and an individual. The dataset also flags the firm as not identifying itself as an active ESG investor, not operating as a multi-state adviser, and not listing pension consulting or related-adviser roles. The firm has not supplied detail on core activities that would clarify its advisory or investment model: entries for business activities, advisory activities, client base, and fee structure are blank in the source. Likewise, a separate field for activities and affiliations is explicitly empty. Those omissions limit the ability to profile product focus, target clientele, or compensation approach from this dataset alone.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michelle Kaiser

    Michelle Kaiser

    CEOCRD 5880443

  • Matthew Levinson

    Matthew Levinson

    Chief Compliance OfficerCRD 2972310

Contacts

3 of 10
  • Ryan Donnel

    Ryan Donnel

    Sr. Director of OperationsCRD 6278140

  • Tripp Middleton

    Tripp Middleton

    Investor Relations ManagerCRD 5291681

  • Jacob Taylor

    Jacob Taylor

    ManagerCRD 6834606

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
955 Alma St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth