BANYAN SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
LARKSPUR, California
CRD number
22395
Registered since
June 23, 1988

Firm profile

FINTRX

Overview

Banyan Securities, LLC is organized as a limited liability company and first registered with the SEC in 1988. Public data identifies the firm as individually owned and classifies it as unclassified; it is not listed as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser. The available records do not describe a fee schedule, investment mandates, client segments, or typical business and advisory activities. The firm has provided little public detail about its investment approaches, target asset classes, or manager allocation preferences. Given the absence of disclosed advisory activities and other operational detail, Banyan Securities appears not to present itself as an active capital allocator in the SEC filings and summary records available.

Assets & Accounts

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

Contacts

3 of 5
  • CLAUDIO CHIUCHIARELLI

    Managing PartnerCRD 706517

  • PETER BERTA

    Registered RepresentativeCRD 1055660

  • Greg Vittor

    FinOpCRD 1864219

Unlock 2 more contacts

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

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
17 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth