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 is identified in filings as having a domestic entity / individual owner structure. The firm is listed as "Unclassified" in its snapshot profile and does not present itself as a capital allocator or an active ESG investor. It is also not reported as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available records contain very limited detail about the firm's service model, client segments, fee arrangements, or specific advisory activities, which constrains a fuller description of its business positioning.
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
Owners & executives
2 of 2
Gregory Anthony
Client Service CoordinatorCRD 6734377

Thomas Hamlin
CEO & FounderCRD 2208505
Contacts
3 of 6Andrew Murdoch
PresidentCRD 4348536

Kenneth George
FinOpCRD 2643369

Leonard Barenboim
CCOCRD 1523181
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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