Banyan Securities, LLC
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 22395
- Registered since
- June 23, 1988
- Website
- www.banyansec.com
Firm profile
FINTRXOverview
Banyan Securities, LLC is organized as a limited liability company and has been registered with the SEC since 1988. The firm is individually owned and is listed in the dataset without a specific advisory classification. The record indicates Banyan Securities does not operate as a capital allocator, does not identify as an active ESG investor, and is not presented as a multistate or newly formed adviser. The dataset also notes the firm is not described as a pension consultant or a related adviser. The firm did not provide descriptive details about its client base, fee structure, business or advisory activities in the source material.
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
Contacts
3 of 5Claudio Chiuchiarelli
Managing PartnerCRD 706517

Peter Berta
Registered RepresentativeCRD 1055660
Greg Vittor
FinOpCRD 1864219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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