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 is recorded as an SEC-registered adviser since 2008. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory profile is marked as "Unclassified" in the available dataset. The record indicates Kershner Securities does not act as a capital allocator and is not an active ESG investor. It is not designated as a multi-state adviser, is not identified as newly formed, and does not appear to provide pension consulting or act as a related adviser.

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
  • Shayne Young

    Chief Information OfficerCRD 2053616

  • Jon Sanderson

    Jon Sanderson

    Chief Financial OfficerCRD 2060740

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

Unlock 1 more contacts

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