EQUITYBEE SECURITIES, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 41896
- Registered since
- January 20, 1997
- Website
- equitybee.com
Firm profile
FINTRXOverview
Equitybee Securities, LLC is a limited liability company that has been registered with the SEC since 1997. Public filings classify the firm as "Unclassified" and indicate ownership linkage to a domestic entity and an individual. The firm's snapshot contains limited operational detail. It does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Information on client segments, fee structure, advisory services and broader business activities was not provided in the available record.
Assets & Accounts
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
Owners & executives
1 of 1MATTHEW LEVINSON
Chief Compliance OfficerCRD 2972310
Contacts
3 of 10Lior Furas
Private Equity ManagerCRD 7604947
Adi Zalcman
Account ExecutiveCRD 8202255
MICHELLE KAISER
ManagerCRD 5880443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 955 Alma St
- Time zone
- PT (UTC-8)
- Office locations
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