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 has been registered with the SEC since 1997. The firm’s profile in the source dataset is concise: it is categorized as "Unclassified," its ownership is recorded as a combination of a domestic entity and an individual, and it is not identified as a capital allocator. The record also flags several negative attributes rather than service lines: the firm is not listed as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. The dataset provides no granular detail about advisory services, fee arrangements, or specific business activities.
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
Matthew Levinson
Chief Compliance OfficerCRD 2972310

Michelle Kaiser
CEOCRD 5880443
Contacts
3 of 10
Lior Furas
Private Equity ManagerCRD 7604947

Adi Zalcman
Account ExecutiveCRD 8202255

Liroy Peri
Vice President, Investor RelationsCRD 8134025
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
Similar firms
Woodside Capital Securities LLC
Broker-DealerPalo Alto, CA
Wealthfront Brokerage LLC
Broker-DealerPalo Alto, CA
Tidal Partners
Broker-DealerPalo Alto, CA
Corporate Finance Securities, Inc.
Broker-DealerAliso Viejo, CA
NI Advisors
Broker-DealerMilpitas, CA
Shopoff Securities, Inc.
Broker-DealerIrvine, CA