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 an SEC-registered limited liability company that appears in public records as having registration activity beginning in 2016. The firm is listed as having mixed ownership attributes (domestic entity and individual owners) and is categorized in FINTRX as "unclassified," which suggests limited detail in the platform about a distinct business model or niche positioning. The record indicates Zanbato Securities does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. FINTRX does not supply descriptions of the firm’s advisory activities, client segments, fee arrangements, or broader business lines, so the public profile is sparse on the services Zanbato delivers or the client types it targets.

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 23
  • Stephen Brown

    Managing DirectorCRD 5801839

  • Jordan Sayler

    Operations ProfessionalCRD 7858952

  • Gregory Lance Wright

    Gregory Lance Wright

    PresidentCRD 1564124

Unlock 20 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth