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. The firm is listed as owned by a domestic entity and/or individual and is classified in FINTRX’s dataset as unclassified rather than under a defined RIA category. The record indicates that Symetra Securities does not act as a capital allocator and is not flagged as an active ESG investor. It is not identified as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser in the available dataset. FINTRX does not include details about the firm’s client segments, fee schedules, or specific advisory and business activities in this entry.

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

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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