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 a corporate entity that has been registered with the SEC since 1963. The firm is listed as owned by a domestic entity and an individual and is classified in the source data as "Unclassified." The record indicates Somerset does not act as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The provided material does not specify the firm’s client segments, fee model, or detailed advisory business lines.
Assets & Accounts
Investments & Alternatives
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 2Gregory Anthony
Client Service CoordinatorCRD 6734377
THOMAS HAMLIN
CEO & FounderCRD 2208505
Contacts
3 of 5ANDREW 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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