Exchangeright Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
40
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 with ownership described as a combination of a domestic entity and an individual. FINTRX classifies the firm as “unclassified.” Available profile fields do not detail the firm’s advisory or business activities. The firm is reported not to function as a capital allocator, it does not identify as an active ESG investor, and it is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Other operational details such as fee structure, client focus, and product emphasis are not included in the submitted data.

Assets & Accounts

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 39
  • Nicholas Johnson

    Nicholas Johnson

    External WholesalerCRD 4594784

  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • Peter Nicolas

    Peter Nicolas

    WholesalerCRD 1258977

Unlock 36 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth