Equitybee Securities, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
41896
Registered since
January 20, 1997

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Michelle Kaiser

    Michelle Kaiser

    CEOCRD 5880443

  • Matthew Levinson

    Matthew Levinson

    Chief Compliance OfficerCRD 2972310

Contacts

3 of 10
  • Ryan Donnel

    Ryan Donnel

    Sr. Director of OperationsCRD 6278140

  • Tripp Middleton

    Tripp Middleton

    Investor Relations ManagerCRD 5291681

  • Jacob Taylor

    Jacob Taylor

    ManagerCRD 6834606

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth