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 organized as a limited liability company and is recorded as having been registered with the SEC since 1997. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "unclassified" and indicates it does not serve as a capital allocator, is not designated an active ESG investor, and is not listed as a pension consultant or related adviser on the record. The available record for the firm is sparse on business and advisory activities, fee arrangements, and client focus. The absence of those details in the snapshot suggests limited public disclosure through the source data rather than a full depiction of the firm’s operations.
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
2 of 2
Michelle Kaiser
CEOCRD 5880443

Matthew Levinson
Chief Compliance OfficerCRD 2972310
Contacts
3 of 10
Ryan Donnel
Sr. Director of OperationsCRD 6278140

Tripp Middleton
Investor Relations ManagerCRD 5291681

Jacob Taylor
ManagerCRD 6834606
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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