Orchard Securities, LLC
Firm details
- Headquarters
- Pleasant Grove, Utah
- CRD number
- 133378
- Registered since
- March 29, 2005
- Website
- orchardsecurities.com
Firm profile
FINTRXOverview
Orchard Securities, LLC is organized as a limited liability company and is SEC-registered since 2005. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The profile contains minimal public detail about the firm's business model: advisory activities, fee schedule, client mix and affiliations were not provided in the source data. The snapshot flags several negative responses: the firm is not marked as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Those entries, together with the absence of descriptive business information, indicate a limited public regulatory footprint or limited disclosure to FINTRX rather than a detailed operating profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Samantha Santiago-Paez
Chief Compliance OfficerCRD 4369755

Kevin Bradburn
CEOCRD 2718206
Franklin Pasterczyk
Chief Executive OfficerCRD 1907271
Contacts
3 of 61
Christine Vandrovec
Vice President, Strategic AccountsCRD 4761110

David Gunnels
Registered RepresentativeCRD 4634419
Eric Burnside
Marketing ManagerCRD 4795878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pleasant Grove, UT
Utah
Location
Pleasant Grove, UT
Headquartered in Pleasant Grove, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 365 S Garden Grove Ln
- Time zone
- MT (UTC-7)
- Office locations
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