SYMETRA SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
197
Avg account
$0

Firm details

Headquarters
BELLEVUE, Washington
CRD number
739
Registered since
October 14, 1967

Firm profile

FINTRX

Overview

Symetra Securities, Inc. is registered as a corporation with the SEC since 1967. Public summaries identify its ownership as a combination of a domestic entity and an individual and classify the firm as unclassified in available regulatory disclosures. Filed information characterizes the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. The record also indicates it is not registered as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or a related adviser. The snapshot provides few specifics on client segments, fee arrangements, or the firm's day-to-day advisory or brokerage activities; those lines are left blank in the available summary, so the firm’s business model and product mix are not detailed in the public snapshot.

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

3 of 3
  • Madison Musico

    Marketing CoordinatorCRD 7814467

  • BARBARA SANDERS

    Chief Compliance OfficerCRD 2206030

  • CHANTEL LEE BALKOVETZ

    Executive Vice President and Chief Operating OfficerCRD 2490011

Contacts

3 of 194
  • Logan Radmaker

    Sales Support SpecialistCRD 7726366

  • PAUL PISTILLI

    VP, SalesCRD 2756372

  • Brandon Howard

    Sales Support SpecialistCRD 7612192

Unlock 191 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
777 108th Ave NE
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth