Somerset Securities, Inc.

Broker-DealerFINRA MemberEst. 1963
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
2493
Registered since
June 28, 1963

Firm profile

FINTRX

Overview

Somerset Securities, Inc. is a corporation that has been SEC-registered since 1963. Ownership is listed as a combination of a domestic entity and an individual, and the firm's public classification is recorded as unclassified. Little firm-level detail is available about its business lines; fields for advisory activities, client base, and related affiliations are blank in the source data. The firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser to another registered manager. Those negative flags suggest limited reported engagement in institutional consulting, multi-state advisory operations, or explicit ESG-focused mandates.

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

Owners & executives

2 of 2
  • Gregory Anthony

    Gregory Anthony

    Client Service CoordinatorCRD 6734377

  • Thomas Hamlin

    Thomas Hamlin

    CEO & FounderCRD 2208505

Contacts

3 of 6
  • Christopher George

    Christopher George

    ControllerCRD 6084415

  • Andrew Murdoch

    Andrew Murdoch

    PresidentCRD 4348536

  • Leonard Barenboim

    Leonard Barenboim

    CCOCRD 1523181

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, OR

Washington

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
4600 S Kelly Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth