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 is individually owned. FINTRX classifies the firm as unclassified and documents that it does not act as a capital allocator. The dataset indicates the firm is not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. The firm has not supplied descriptive details about its client base, fee schedule, business or advisory activities, or affiliations. Public records in the provided dataset do not disclose its investment approach, product mix, or use of alternative investments.
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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