Zanbato Securities LLC
Firm details
- Headquarters
- Mountain View, California
- CRD number
- 279028
- Registered since
- February 23, 2016
- Website
- www.zanbato.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Knut Nicolai Sand
CEOCRD 6115928

Akrati Johari
Founder and CEOCRD 5830166
Contacts
3 of 23Stephen Brown
Managing DirectorCRD 5801839
Jordan Sayler
Operations ProfessionalCRD 7858952

Gregory Lance Wright
PresidentCRD 1564124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Sutter Securities Incorporated
Broker-DealerIrvine, CA
KA Associates, LLC
Broker-DealerLos Angeles, CA
Kinecta Financial & Insurance Services
Broker-DealerWoodland Hills, CA
Greif & Co
Broker-DealerLos Angeles, CA
Financial Telesis Inc
Broker-DealerSan Rafael, CA
Beacons Strategic Capital, Inc.
Broker-DealerCarlsbad, CA