Bayridge Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
155765
Registered since
January 31, 2011

Firm profile

FINTRX

Overview

Bayridge Securities, LLC is a limited liability company that operates as an investment bank and placement agent. FINTRX records show the firm registered with the SEC in 2011 and is owned through a combination of a domestic entity and an individual. The firm is characterized as a placement intermediary rather than a capital allocator or discretionary investment manager; it is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the dataset. Details about its client types, fee schedules, or specific business lines beyond placement activity are not provided in the source data.

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

Contacts

3 of 5
  • Douglas Rogers

    Douglas Rogers

    OwnerCRD 2819740

  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

  • Howard Spindel

    Howard Spindel

    FinOpCRD 708042

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth