Somerset Securities, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 2493
- Registered since
- June 28, 1963
- Website
- www.somersetsecurities.com
Firm profile
FINTRXOverview
Somerset Securities, Inc. is a corporate entity that has been SEC-registered since 1963. The FINTRX entry classifies ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The profile contains minimal detail about the firm's business model: FINTRX does not list fee arrangements, target client segments, advisory services, or specific business activities for Somerset Securities, Inc. The record flags several negative indicators for advisory activity: Somerset Securities, Inc. is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not listed as newly formed, and is not shown as a pension consultant or related adviser. The firm also did not provide information about affiliations or external activities.
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
2 of 2
Gregory Anthony
Client Service CoordinatorCRD 6734377

Thomas Hamlin
CEO & FounderCRD 2208505
Contacts
3 of 6Andrew Murdoch
PresidentCRD 4348536

Kenneth George
FinOpCRD 2643369

Leonard Barenboim
CCOCRD 1523181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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