Somerset Securities, Inc.

Broker-DealerFINRA MemberEst. 1963
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 a corporate entity that has been SEC-registered since 1963. The FINTRX entry classifies ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The profile contains minimal detail about the firm's business model: FINTRX does not list fee arrangements, target client segments, advisory services, or specific business activities for Somerset Securities, Inc. The record flags several negative indicators for advisory activity: Somerset Securities, Inc. is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not listed as newly formed, and is not shown as a pension consultant or related adviser. The firm also did not provide information about affiliations or external activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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