Banyan Tree Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Torrance, California
CRD number
171479
Registered since
March 30, 2017

Firm profile

FINTRX

Overview

Banyan Tree Securities, LLC is organized as a limited liability company and is listed in FINTRX with a domestic entity/individual ownership structure. The firm is labeled as "unclassified" in the dataset and provides very limited public detail about its business model, client focus, or advisory activities. The FINTRX record indicates the firm does not identify itself as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser, pension consultant, or related adviser to another registered entity. Those entries suggest a narrow public footprint and little disclosed activity in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeannette Gaston

    Jeannette Gaston

    Founder and CEOCRD 2500225

Contacts

3 of 3
  • Brian Goldberg

    Brian Goldberg

    Managing DirectorCRD 4095279

  • Kenneth Naehu

    Kenneth Naehu

    Managing DirectorCRD 1948458

  • Adam Werthmuller

    Adam Werthmuller

    Credit AnalystCRD 7356606

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Torrance, CA

Los Angeles

Location

Torrance, CA

Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
21250 Hawthorne Blvd
Time zone
PT (UTC-8)
Office locations

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