Dream Street Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
324818
Registered since
July 5, 2023

Firm profile

FINTRX

Overview

Dream Street Securities, LLC is organized as a limited liability company and appears to be a recently registered SEC adviser (registration year listed as 2023). Public filing fields show the firm’s ownership is recorded as a combination of a domestic entity and an individual. The adviser is classified as "unclassified" in the available data and is not identified as a capital allocator or an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or a related adviser in the provided snapshot. The firm has provided minimal public detail about its business lines, advisory activities, target clients, or investment approach. Those omissions make it difficult to assess strategy, service model, or target market from the available records.

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
  • Patrick Harris

    Chief Compliance OfficerCRD 5748909

Contacts

3 of 4
  • Jaelen Coney

    Jaelen Coney

    Registered RepresentativeCRD 7100123

  • Vrinda Arora

    Vrinda Arora

    FinOpCRD 7784034

  • Brandon Marques

    Brandon Marques

    Co-FounderCRD 7028334

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, 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
739 N Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth