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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Claudio Chiuchiarelli

    Managing PartnerCRD 706517

  • James Newman

    James Newman

    Registered RepresentativeCRD 716395

  • Jon Greenfield

    PartnerCRD 1054135

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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