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 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
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 6
Christopher George
ControllerCRD 6084415
Andrew Murdoch
PresidentCRD 4348536

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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