Exchangeright Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
Pasadena, California
CRD number
283430
Registered since
October 9, 2017

Firm profile

FINTRX

Overview

Exchangeright Securities, LLC is organized as a limited liability company and appears on the SEC roster as a registered adviser since 2017. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source data. Available records indicate the firm does not function as a capital allocator and does not identify as an active ESG investor. It is not reported as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered investment adviser. The firm has not supplied detailed descriptions of its advisory or business activities in the provided source.

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
  • Susana Dryden

    Susana Dryden

    Chief Operating OfficerCRD 5327906

Contacts

3 of 38
  • Nicholas Johnson

    Nicholas Johnson

    External WholesalerCRD 4594784

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Elizabeth Ward

    Elizabeth Ward

    Senior Vice PresidentCRD 2179928

Unlock 35 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, 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
1055 E Colorado Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth