Exchangeright Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
37
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 and is registered with the SEC (registration year: 2017). Ownership is listed as a combination of a domestic entity and an individual. Publicly available FINTRX fields for the firm are sparse: its regulatory classification is shown as unclassified and several typical adviser attributes are negative flags — it is not identified as a capital allocator, not active on ESG mandates, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not marked as a related adviser. The firm has not supplied details about its business activities, advisory offerings, fee schedules, or client segments in the source data. Given the limited disclosure, there is no clear publicly reported indication of the investment strategies or client-facing services it maintains.

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

    Susana Dryden

    Chief Operating OfficerCRD 5327906

Contacts

3 of 36
  • David Flamm

    David Flamm

    Vice PresidentCRD 5080795

  • Matthew Ferguson

    Matthew Ferguson

    Senior Vice PresidentCRD 5785954

  • Kyle Orcutt

    Kyle Orcutt

    Vice PresidentCRD 6977757

Unlock 33 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