Trend Trade Securities LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Pasadena, California
CRD number
328756
Registered since
October 8, 2024

Firm profile

FINTRX

Overview

Trend Trade Securities LLC is organized as a limited liability company and is listed as an SEC-registered entity as of 2024. The firm is recorded as having both a domestic entity and an individual listed under owner type and is classified in the data set as "Unclassified." The available profile indicates the firm does not identify as a capital allocator, is not an active ESG investor, and is not a pension consultant. It is also not recorded as a multi-state adviser, a related adviser, or a newly formed adviser according to the provided fields. The limited scope of public disclosures about business lines, fee structure, advisory activities, and client types makes it difficult to describe the firm's target client base or service model with confidence. The combination of an SEC registration year and minimal programmatic detail in the record suggests the firm may be early in its public filing history or maintains a narrow set of activities that are not reflected in the supplied fields.

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

1 of 1
  • Craig Alexander

    Chief Compliance OfficerCRD 2121901

Contacts

3 of 4
  • Yesenia Ruiz Albarran

    DirectorCRD 5120542

  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

  • Jacqueline Tsang

    Jacqueline Tsang

    Marketing DirectorCRD 7901052

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
157 S Fair Oaks Ave
Time zone
PT (UTC-8)
Office locations

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