Zanbato Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
25
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 registered with the SEC and organized as a limited liability company; its registration year is listed as 2016. The FINTRX record classifies ownership as a domestic entity/individual and does not assign a further industry classification. The firm is not identified in the record as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not supply detail on the firm’s advisory services, fee schedule, client types, or business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 23
  • Gregory Lance Wright

    Gregory Lance Wright

    PresidentCRD 1564124

  • Seth Gersch

    Seth Gersch

    Registered RepresentativeCRD 221327

  • Scott Fauver

    Scott Fauver

    Managing DirectorCRD 1317752

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth