Kershner Securities, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
147653
Registered since
September 22, 2008

Firm profile

FINTRX

Overview

Kershner Securities, LLC is organized as a limited liability company and has been SEC-registered since 2008. Public filings classify the firm as unclassified and indicate ownership ties to both a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not listed as an active ESG investor, and does not report multi-state adviser status. Available metadata does not provide specifics on the firm's client types, fee schedules, advisory services, or business activities. Similarly, there are no disclosed affiliations, pension consulting roles, or related-adviser relationships in the provided 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

2 of 2
  • Jon Sanderson

    Jon Sanderson

    Chief Financial OfficerCRD 2060740

  • Shayne Young

    Chief Information OfficerCRD 2053616

Contacts

3 of 4
  • Andrew Tollemache

    Andrew Tollemache

    Director of OperationsCRD 2979712

  • Timothy Johnson

    Director of OperationsCRD 2990163

  • April Pitts

    April Pitts

    Project ManagerCRD 4573230

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
1825 Kramer Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth