Symetra Securities, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
—
Advisory reps
207
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 corporation that has been SEC-registered since 1967. FINTRX lists the firm’s owner type as both a domestic entity and an individual and classifies the firm as unclassified. The snapshot flags the firm as not acting as a capital allocator and not as an active ESG investor. Additional FINTRX fields indicate the firm is not a multi-state adviser, not a pension consultant, not a newly formed adviser, and not a related adviser. FINTRX does not provide detail on the firm’s advisory activities, fee structure, or target client segments.

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
  • Barbara Sanders

    Barbara Sanders

    Chief Compliance OfficerCRD 2206030

  • Carol Flodin

    CoordinatorCRD 2593878

  • Madison Musico

    Marketing CoordinatorCRD 7814467

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Contacts

3 of 203
  • Natalie Hamilton

    Natalie Hamilton

    Registered RepresentativeCRD 5752314

  • Linda Loth

    Linda Loth

    AVPCRD 5177543

  • John Baxter

    John Baxter

    Regional Vice PresidentCRD 5308700

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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