EXCHANGERIGHT SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
PASADENA, California
CRD number
283430
Registered since
October 9, 2017

Firm profile

FINTRX

Overview

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

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
  • SUSANA DRYDEN

    Chief Operating OfficerCRD 5327906

Contacts

3 of 34
  • David Flamm

    Vice PresidentCRD 5080795

  • Matthew Ferguson

    Senior Vice PresidentCRD 5785954

  • Kyle Orcutt

    Vice PresidentCRD 6977757

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth