SYMETRA SECURITIES, INC.
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 739
- Registered since
- October 14, 1967
- Website
- www.symetra.com
Firm profile
FINTRXOverview
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
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 3Madison Musico
Marketing CoordinatorCRD 7814467
BARBARA SANDERS
Chief Compliance OfficerCRD 2206030
CHANTEL LEE BALKOVETZ
Executive Vice President and Chief Operating OfficerCRD 2490011
Contacts
3 of 194Logan Radmaker
Sales Support SpecialistCRD 7726366
PAUL PISTILLI
VP, SalesCRD 2756372
Brandon Howard
Sales Support SpecialistCRD 7612192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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