Equitybee Securities, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 41896
- Registered since
- January 20, 1997
- Website
- equitybee.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Michelle Kaiser
CEOCRD 5880443

Matthew Levinson
Chief Compliance OfficerCRD 2972310
Contacts
3 of 10
Ryan Donnel
Sr. Director of OperationsCRD 6278140

Tripp Middleton
Investor Relations ManagerCRD 5291681

Jacob Taylor
ManagerCRD 6834606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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