SIGNATURE ESTATE SECURITIES, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 18923
- Registered since
- March 6, 1987
- Website
- www.seia.com
Firm profile
FINTRXOverview
Signature Estate Securities, LLC is organized as a limited liability company and has been SEC-registered since 1987. The snapshot identifies ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified for the snapshot categories provided. The firm is not listed as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser in the snapshot. It is also noted as not being a pension consultant, not newly formed, and not designated as a related adviser. The firm received placement on Barron's Top 100 RIA Firms list in 2024. The firm has not supplied details about its business activities, advisory services, or external affiliations in the provided data.
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 5ERIC ROSEN
Chief Operating OfficerCRD 6181478
Matthew Floit
Chief Growth OfficerCRD 2512718
GARY LISKA
FOUNDING PARTNER, CFOCRD 2512188
Contacts
3 of 153Tate Dolan
TraderCRD 7574113
NOAH REYNOLDS
Registered AssociateCRD 7580680
Erik Gutierrez
Associate AdvisorCRD 7209405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, 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
- 2121 Avenue of the Stars
- Time zone
- PT (UTC-8)
- Office locations
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