Palm Tree Securities LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 307831
- Registered since
- November 6, 2020
- Website
- palmtreellc.com
Firm profile
FINTRXOverview
Palm Tree Securities LLC is organized as a limited liability company and is classified as an investment bank. The firm registered with the SEC in 2020. Ownership is listed as a combination of a domestic entity and an individual. Firm-level attributes indicate it does not act as a capital allocator and does not self-identify as an active ESG investor. It is not registered as a multi-state adviser, is not described as a pension consultant, and is not marked as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Paige Rand
Senior Compliance ProfessionalCRD 4520907
Stephen Rossi
Managing DirectorCRD 7208439
Pardis Nasseri
Founder & Managing DirectorCRD 5425471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, 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
- 11755 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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