Exchangeright Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
40
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 (registration year: 2017). Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available dataset. The data supplied does not include descriptions of the firm's business activities, advisory services, fee schedules or client segmentation. It is identified as not being a capital allocator and is not flagged as an active ESG investor. The record also indicates the firm is not a multi-state adviser, not a pension consultant, and not listed as a related adviser.

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 39
  • Nicholas Johnson

    Nicholas Johnson

    External WholesalerCRD 4594784

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Peter Nicolas

    Peter Nicolas

    WholesalerCRD 1258977

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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