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 an SEC-registered investment adviser organized as a limited liability company and first registered in 1987. FINTRX classifies the firm as unclassified and notes ownership as a domestic entity and individual. The firm does not identify itself as a capital allocator, pension consultant, related adviser, or an active ESG investor; FINTRX also flags it as not a multi-state adviser. Signature Estate Securities was named to Barron’s Top 100 RIA Firms list in 2024.
Assets & Accounts
Investments & Alternatives
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 5
Eric Rosen
Chief Operating OfficerCRD 6181478
Gary Liska
FOUNDING PARTNER, CFOCRD 2512188
Brian Holmes
President, CEOCRD 1263061
Contacts
3 of 159
Hayley Bates
Financial AdvisorCRD 5695777
Stephanie Perkins
Client Service ManagerCRD 5713798
Michael Macauley
AdvisorCRD 5714328
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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