Symetra Securities, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
204
Avg account
$0

Firm details

Headquarters
Bellevue, Washington
CRD number
739
Registered since
October 14, 1967

Firm profile

FINTRX

Overview

Symetra Securities, Inc. is a corporate brokerage/advisory entity that has been registered with the SEC since 1967. The firm is owned by a domestic entity/individual and is classified in the source data as "Unclassified." The profile supplied by the firm contains minimal detail about its advisory model: it is not identified as a capital allocator, it does not report itself as an active ESG investor, and it is not designated as a multi-state adviser or a pension consultant. The firm did not supply information on client types, fee arrangements, or specific business and advisory activities in the provided data.

Assets & Accounts

Location & Offices

Investment profile

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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

3 of 4
  • Madison Musico

    Marketing CoordinatorCRD 7814467

  • Chad C Miller

    Chief Accounting OfficerCRD 8262915

  • Barbara Sanders

    Barbara Sanders

    Chief Compliance OfficerCRD 2206030

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Contacts

3 of 200
  • Logan Radmaker

    Logan Radmaker

    Sales Support SpecialistCRD 7726366

  • Paul Pistilli

    Paul Pistilli

    VP, SalesCRD 2756372

  • Brandon Howard

    Brandon Howard

    Sales Support SpecialistCRD 7612192

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Wealth teams

FINTRX

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

Bellevue, WA

King

Location

Bellevue, WA

Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
777 108th Ave Ne
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth