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 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
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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