EXCHANGERIGHT SECURITIES, LLC
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 283430
- Registered since
- October 9, 2017
- Website
- www.exchangeright.com
Firm profile
FINTRXOverview
Exchangeright Securities, LLC is organized as a limited liability company that has been SEC-registered since 2017. Publicly available profile fields show the firm is classified as "Unclassified" and is owned by a domestic entity and/or individual. Reported operational flags indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm’s public footprint is minimal: there are no described business or advisory activities in the supplied data, and no affiliations or industry awards are listed. That limited disclosure makes it difficult to characterize a clear client focus, product lineup, or investment approach from the available information.
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 1SUSANA DRYDEN
Chief Operating OfficerCRD 5327906
Contacts
3 of 34David Flamm
Vice PresidentCRD 5080795
Matthew Ferguson
Senior Vice PresidentCRD 5785954
Kyle Orcutt
Vice PresidentCRD 6977757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1055 E Colorado Blvd
- Time zone
- PT (UTC-8)
- Office locations
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