Symetra Securities, Inc.

Broker-DealerFINRA MemberEst. 1967
Total AUM
Advisory reps
200
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Symetra Securities, Inc. is recorded as a corporate entity that became SEC-registered in 1967. The firm is listed as owned by a domestic entity and/or individual and is classified in FINTRX as unclassified. The available profile does not include descriptions of advisory services, fee schedules, or specific client segments. FINTRX flags supply a few negative designations rather than programmatic roles: the firm is not identified as a capital allocator, is not active on ESG mandates, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Several typical activity fields (business activities, advisory activities, client base) were left blank in the source data.

Assets & Accounts

Investments & Alternatives

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 3
  • Madison Musico

    Marketing CoordinatorCRD 7814467

  • Chad C Miller

    Chief Accounting OfficerCRD 8262915

  • Barbara Sanders

    Barbara Sanders

    Chief Compliance OfficerCRD 2206030

Contacts

3 of 197
  • Logan Radmaker

    Logan Radmaker

    Sales Support SpecialistCRD 7726366

  • Paul Pistilli

    Paul Pistilli

    VP, SalesCRD 2756372

  • Brandon Howard

    Brandon Howard

    Sales Support SpecialistCRD 7612192

Unlock 194 more contacts

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