NEXTREND SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
43710
Registered since
October 31, 1997

Firm profile

FINTRX

Overview

Nextrend Securities, Inc. is a corporate entity that registered with the SEC in 1997. FINTRX characterizes ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The firm does not identify itself as a capital allocator and does not report being an active ESG investor. FINTRX also flags the firm as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not supplied descriptive information about its advisory activities, client types, fee structure, or investment focus in the FINTRX record, leaving limited visibility into its business model or service offering.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 5
  • MARK CHERLIN

    President, CCOCRD 1473238

  • NOAH HOCHMAN

    SVPCRD 3065423

  • Russell Sabadosa

    CRD 7728733

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
Of Texas Address Confidentia
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth