Nextrend Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
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 securities firm that has been SEC-registered since 1997. The firm’s ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and the record contains minimal detail about its business model: no capital-allocation role is reported, it is not identified as an active ESG investor, and it is not listed as a multi-state or newly formed adviser. The profile does not disclose the firm’s client types, fee structure, advisory activities, or related affiliations.

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

Contacts

3 of 4
  • Mark Cherlin

    President, CCOCRD 1473238

  • Noah Hochman

    Noah Hochman

    SVPCRD 3065423

  • Jeffrey Steinberg

    Jeffrey Steinberg

    Registered RepresentativeCRD 7194263

Unlock 1 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