Exchangeright Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
38
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 is registered with the SEC as of 2017. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The firm’s FINTRX profile includes minimal operational detail. It is not flagged as a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not identified as a related adviser. There is no public description in the provided record of its client base, fee structure, business activities, or advisory services.

Assets & Accounts

Investments & Alternatives

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 37
  • David Flamm

    David Flamm

    Vice PresidentCRD 5080795

  • Matthew Ferguson

    Matthew Ferguson

    Senior Vice PresidentCRD 5785954

  • Kyle Orcutt

    Kyle Orcutt

    Vice PresidentCRD 6977757

Unlock 34 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