Somerset Securities, Inc.

Overview

Somerset Securities, Inc. is organized as a corporation and has been registered with the SEC since 1963. The firm is owned by a domestic individual entity and is described in available records as "unclassified," with limited public disclosure about its business model or target client types. The data does not identify the firm's fee structure, specific advisory activities, or whether it acts as a capital allocator. Available records flag several negative indicators: the firm is not listed as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. That combination suggests a relatively narrow regulatory footprint in publicly reported datasets, though it does not provide clarity on the scale of operations, service offerings, or client demographics.

Location & Offices