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 an individually owned limited liability company that has been SEC-registered since 1988. The firm is classified as unclassified in the snapshot data and does not identify itself as a capital allocator. Public filings and the provided profile contain very limited descriptive detail: there is no disclosed information about the firm’s client mix, fee schedules, specific advisory activities, or business lines. The firm is not listed as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.
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

James Newman
Registered RepresentativeCRD 716395
Jon Greenfield
PartnerCRD 1054135
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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