Somerset Securities, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 2493
- Registered since
- June 28, 1963
- Website
- www.somersetsecurities.com
Firm profile
FINTRXOverview
Somerset Securities, Inc. is organized as a corporation and first registered with the SEC in 1963. Public records classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The data available on the firm’s website and filings is limited: the firm is not identified as a capital allocator, it does not report being an active ESG investor, it is not listed as a multi-state adviser, and it is not marked as a newly formed adviser or a pension consultant.
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
Owners & executives
2 of 2
Gregory Anthony
Client Service CoordinatorCRD 6734377
Thomas Hamlin
CEO & FounderCRD 2208505
Contacts
3 of 5
Andrew Murdoch
PresidentCRD 4348536
Leonard Barenboim
CCOCRD 1523181
Kenneth George
FinOpCRD 2643369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 4600 S Kelly Ave
- Time zone
- PT (UTC-8)
- Office locations
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