EQUITYBEE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
11
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 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

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
  • MATTHEW LEVINSON

    Chief Compliance OfficerCRD 2972310

Contacts

3 of 10
  • Lior Furas

    Private Equity ManagerCRD 7604947

  • Adi Zalcman

    Account ExecutiveCRD 8202255

  • MICHELLE KAISER

    ManagerCRD 5880443

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