ROYAL TREASURE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
292325
Registered since
June 3, 2021

Firm profile

FINTRX

Overview

Royal Treasure Securities LLC is an SEC-registered limited liability company that first appeared in the SEC registry in 2021. The FINTRX snapshot classifies the firm as unclassified and indicates ownership includes both a domestic entity and an individual. Public disclosures about the firm’s target clients, fee schedule, core business lines, and specific advisory activities are either minimal or not provided, so its operating model and client focus are not clearly documented in the available data.

Assets & Accounts

Investments & Alternatives

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
  • Kevin Guan

    Chief Executive OfficerCRD 7660277

  • PAUL STACHE

    Chief Compliance OfficerCRD 1170097

Contacts

3 of 6
  • Yuchong Zhu

    Customer Service SpecialistCRD 7462065

  • QIAN LU

    Registered RepresentativeCRD 5045677

  • SARAH RUSSELL

    FinOpCRD 6727189

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
40 Wall St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth