Startengine Primary LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
Burbank, California
CRD number
291773
Registered since
June 10, 2019

Firm profile

FINTRX

Overview

StartEngine Primary LLC is organized as a limited liability company and is registered with the SEC since 2019. The firm classifies itself as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant. Beyond its classification as an investment bank, the firm has not disclosed detailed advisory or business activities in the available dataset, so its day-to-day operating model and client-facing services are not described in the source material.

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

3 of 4
  • Jonathan Reyes

    Jonathan Reyes

    Chief Compliance OfficerCRD 6654501

  • Howard Marks

    Howard Marks

    Co-Founder & CEOCRD 6617096

  • Robert Creaser

    Robert Creaser

    Chief Compliance OfficerCRD 3198410

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Contacts

3 of 35
  • Michael Nathan

    Michael Nathan

    Account ExecutiveCRD 6810250

  • Nathaniel Robertson

    Nathaniel Robertson

    VP, Capital MarketsCRD 6989382

  • Tyler Wissler

    Tyler Wissler

    Associate, Private MarketsCRD 7170546

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Burbank, CA

Los Angeles

Location

Burbank, CA

Headquartered in Burbank, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
4100 W Alameda Ave
Time zone
PT (UTC-8)
Office locations

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