Nextrend Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
43710
Registered since
October 31, 1997

Firm profile

FINTRX

Overview

Nextrend Securities, Inc. is organized as a corporation and has been SEC-registered since 1997. Public filings indicate an ownership structure described as a combination of a domestic entity and individual ownership. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser in the source material. The company supplied very limited disclosure about its business lines, client segments, fees, or advisory activities to the data provider. The available attributes suggest a small, narrowly described operation rather than a full-service RIA with broad offerings.

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

Contacts

3 of 4
  • Mark Cherlin

    President, CCOCRD 1473238

  • Noah Hochman

    Noah Hochman

    SVPCRD 3065423

  • Jeffrey Steinberg

    Jeffrey Steinberg

    Registered RepresentativeCRD 7194263

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
Of Texas Address Confidentia
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth