Orchard Securities, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
65
Avg account
$0

Firm details

Headquarters
Pleasant Grove, Utah
CRD number
133378
Registered since
March 29, 2005

Firm profile

FINTRX

Overview

Orchard Securities, LLC is organized as a limited liability company and is SEC-registered since 2005. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The profile contains minimal public detail about the firm's business model: advisory activities, fee schedule, client mix and affiliations were not provided in the source data. The snapshot flags several negative responses: the firm is not marked as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Those entries, together with the absence of descriptive business information, indicate a limited public regulatory footprint or limited disclosure to FINTRX rather than a detailed operating profile.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Samantha Santiago-Paez

    Samantha Santiago-Paez

    Chief Compliance OfficerCRD 4369755

  • Kevin Bradburn

    Kevin Bradburn

    CEOCRD 2718206

  • Franklin Pasterczyk

    Chief Executive OfficerCRD 1907271

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Contacts

3 of 61
  • Christine Vandrovec

    Christine Vandrovec

    Vice President, Strategic AccountsCRD 4761110

  • David Gunnels

    David Gunnels

    Registered RepresentativeCRD 4634419

  • Eric Burnside

    Marketing ManagerCRD 4795878

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pleasant Grove, UT

Utah

Location

Pleasant Grove, UT

Headquartered in Pleasant Grove, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
365 S Garden Grove Ln
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth