Somerset Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
2493
Registered since
June 28, 1963

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gregory Anthony

    Gregory Anthony

    Client Service CoordinatorCRD 6734377

  • Thomas Hamlin

    Thomas Hamlin

    CEO & FounderCRD 2208505

Contacts

3 of 6
  • Andrew Murdoch

    Andrew Murdoch

    PresidentCRD 4348536

  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Leonard Barenboim

    Leonard Barenboim

    CCOCRD 1523181

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth