Zanbato Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Mountain View, California
CRD number
279028
Registered since
February 23, 2016

Firm profile

FINTRX

Overview

Zanbato Securities LLC is organized as a limited liability company and is recorded as a domestic entity. FINTRX classifies the firm as "Unclassified." The profile identifies the firm as not acting as a capital allocator and not participating as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not disclose details on client segments, fee models, specific advisory offerings, or investment focus areas in the available record.

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

2 of 2
  • Knut Nicolai Sand

    CEOCRD 6115928

  • Akrati Johari

    Akrati Johari

    Founder and CEOCRD 5830166

Contacts

3 of 22
  • Gregory Lance Wright

    Gregory Lance Wright

    PresidentCRD 1564124

  • Seth Gersch

    Seth Gersch

    Registered RepresentativeCRD 221327

  • Scott Fauver

    Scott Fauver

    Managing DirectorCRD 1317752

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mountain View, CA

Santa Clara

Location

Mountain View, CA

Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
711 N Shoreline Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth