Acorns Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
168172
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

Acorns Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2014. The firm's ownership is described as a mix of a domestic entity and an individual. Publicly reported characteristics list the firm as "unclassified" for its advisory classification and indicate it does not act as a capital allocator. It is not identified as an active ESG investor, a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available records do not include standard advisory business detail such as client segments, fee schedules, or the scope of advisory activities.

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
  • Seth Wunder

    Seth Wunder

    Chief Investment OfficerCRD 2904212

  • Denise Chisolm

    Chief Compliance OfficerCRD 2743307

Contacts

3 of 21
  • David Jolly

    David Jolly

    Senior Operations AssociateCRD 6715682

  • Anthony Tunno

    Anthony Tunno

    Associate Product ManagerCRD 6676450

  • Alexandra Curran

    Alexandra Curran

    Investment Operations AssociateCRD 6920847

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
5300 California Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth